620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wallington Asset Management
Indiana
$249K
IWC
427
Integrated Wealth Concepts
Massachusetts
$248K
EWA
428
EverSource Wealth Advisors
Alabama
$247K
OIS
429
OneAscent Investment Solutions
Alabama
$246K
ET
430
Equitable Trust
Tennessee
$244K
NIM
431
NEOS Investment Management
Connecticut
$241K
MNA
432
Manning & Napier Advisors
New York
$240K
CIA
433
Caerus Investment Advisors
Texas
$237K
FT
434
Fiduciary Trust
Massachusetts
$232K
WCM
435
Washington Capital Management
Washington
$231K
KF
436
Krilogy Financial
Missouri
$231K
CAM
437
Claret Asset Management
Quebec, Canada
$231K
HFS
438
Hantz Financial Services
Michigan
$229K
PFM
439
Patton Fund Management
Texas
$227K
PWM
440
Perigon Wealth Management
California
$219K
SSWM
441
Sheets Smith Wealth Management
North Carolina
$219K
GRP
442
Global Retirement Partners
California
$219K
CCA
443
Checchi Capital Advisers
California
$219K
Bank Julius Baer & Co
444
Bank Julius Baer & Co
Switzerland
$214K
AMCA
445
Arthur M. Cohen & Associates
Illinois
$214K
PI
446
PFG Investments
New York
$213K
DC
447
Davenport & Co
Virginia
$212K
EWA
448
EP Wealth Advisors
California
$210K
RIL
449
Rothschild Investment LLC
Illinois
$206K
SIM
450
Studio Investment Management
Illinois
$203K