629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.44%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Shares
Change %
MM
451
MQS Management
New York
$241K -$194K -1,105 -45%
SRL
452
Scientech Research LLC
New Jersey
$239K +$239K +1,359 New
PTC
453
Petrus Trust Company
Texas
$238K -$130K -742 -35%
CCA
454
Checchi Capital Advisers
California
$238K
TBT
455
Texas Bank & Trust
Texas
$237K
CAM
456
Claret Asset Management
Quebec, Canada
$232K +$232K +1,320 New
Envestnet Portfolio Solutions
457
Envestnet Portfolio Solutions
Illinois
$230K -$30K -171 -12%
GI
458
GAMMA Investing
California
$229K +$68.5K +390 +43%
P
459
&Partners
Tennessee
$225K +$225K +1,286 New
EI
460
Ethic Inc
New York
$225K +$225K +1,278 New
PFM
461
Patton Fund Management
Texas
$224K +$224K +1,273 New
ET
462
Equitable Trust
Tennessee
$222K +$222K +1,267 New
CPCPP
463
Canada Post Corporation Pension Plan
Canada
$219K +$219K +1,250 New
CAM
464
Cresset Asset Management
Illinois
$219K +$219K +1,247 New
Commonwealth Equity Services
465
Commonwealth Equity Services
Massachusetts
$216K +$10.9K +62 +5%
National Pension Service
466
National Pension Service
South Korea
$216K +$167K +950 +341%
QL
467
Quarry LP
New York
$213K +$103K +585 +93%
S
468
SignatureFD
Georgia
$213K +$112K +640 +112%
ETC
469
Exchange Traded Concepts
Oklahoma
$212K -$2.26M -12,890 -91%
AMCA
470
Arthur M. Cohen & Associates
Illinois
$211K
Janney Montgomery Scott
471
Janney Montgomery Scott
Pennsylvania
$210K -$4.22K -24 -2%
PI
472
PFG Investments
New York
$209K -$16.9K -96 -7%
HWM
473
HB Wealth Management
Georgia
$206K +$206K +1,173 New
OAM
474
Oxford Asset Management
United Kingdom
$202K +$202K +1,152 New
TRCT
475
Tower Research Capital (TRC)
New York
$202K -$356K -2,030 -64%