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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
451
Oppenheimer Asset Management
New York
$331K -$305K -1,440 -50%
Commonwealth Equity Services
452
Commonwealth Equity Services
Massachusetts
$329K -$6.35K -30 -2%
MYAM
453
Meiji Yasuda Asset Management
Japan
$327K -$86.7K -410 -22%
BEI
454
Benjamin Edwards Inc
Missouri
$321K +$299K +1,414 New
AA
455
Advisory Alpha
Michigan
$320K -$1.06K -5 -0.4%
WAM
456
Wallington Asset Management
Indiana
$318K
SC
457
SummitTX Capital
Texas
$315K -$3.98M -18,807 -93%
NC
458
nVerses Capital
Florida
$315K -$27.1K -128 -8%
Optiver Holding
459
Optiver Holding
Netherlands
$308K +$257K +1,216 +869%
OTL
460
Oak Thistle LLC
New York
$307K -$407K -1,924 -59%
BG
461
Bahl & Gaynor
Ohio
$306K -$33.9K -160 -11%
TRCT
462
Tower Research Capital (TRC)
New York
$305K -$1.35M -6,360 -83%
EWA
463
EverSource Wealth Advisors
Alabama
$304K -$22.2K -105 -7%
CIA
464
Caerus Investment Advisors
Texas
$302K
GI
465
GAMMA Investing
California
$300K +$25.4K +120 +10%
PEAK6
466
PEAK6
Illinois
$293K +$273K +1,290 New
CC
467
Centiva Capital
New York
$293K +$273K +1,289 New
GRP
468
Global Retirement Partners
California
$290K +$271K +1,279 New
FT
469
Fiduciary Trust
Massachusetts
$288K -$2.54K -12 -0.9%
OC
470
Oppenheimer & Co
New York
$288K +$268K +1,267 New
MFS
471
Mirabella Financial Services
United Kingdom
$284K +$265K +1,253 New
EFG
472
Everhart Financial Group
Ohio
$283K +$15.7K +74 +6%
ET
473
Equitable Trust
Tennessee
$283K -$25.8K -122 -9%
QWM
474
Quadcap Wealth Management
Texas
$282K +$3.6K +17 +1%
PCP
475
Proficio Capital Partners
Massachusetts
$281K +$262K +1,240 New

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.