618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
451
Lake Street Advisors Group
New Hampshire
$212K -$29.9K -143 -12%
OR
452
Olympiad Research
Connecticut
$212K +$212K +1,013 New
CCA
453
Cobblestone Capital Advisors
New York
$212K
DP
454
Dearborn Partners
Illinois
$209K
FRA
455
Frank Rimerman Advisors
California
$209K +$10.5K +50 +5%
GD
456
Grandfield & Dodd
New York
$206K
TFS
457
Thoroughbred Financial Services
Tennessee
$205K -$3.97K -19 -2%
CAM
458
Claret Asset Management
Quebec, Canada
$204K +$1.47K +7 +0.7%
NIM
459
NEOS Investment Management
Connecticut
$202K -$1.47K -7 -0.7%
NAS
460
Nicolet Advisory Services
Wisconsin
$202K +$202K +979 New
CA
461
Centerpoint Advisors
Massachusetts
$200K -$9.19K -44 -4%
SIM
462
Studio Investment Management
Illinois
$199K -$837 -4 -0.4%
LFG
463
Larson Financial Group
Missouri
$188K +$19K +91 +11%
OC
464
Oarsman Capital
Wisconsin
$187K -$7.12K -34 -4%
SOW
465
State of Wyoming
Wyoming
$177K -$13.8K -66 -7%
NIMI
466
Natixis Investment Managers International
France
$173K +$26.6K +127 +18%
LFA
467
LGT Financial Advisors
Texas
$166K +$154K +735 +1,267%
AIP
468
Ameritas Investment Partners
Nebraska
$161K
PA
469
Parallel Advisors
California
$159K +$22.4K +107 +16%
GRP
470
Global Retirement Partners
California
$147K -$14K -67 -9%
C
471
Covestor
United Kingdom
$146K +$1.26K +6 +0.9%
VAG
472
VisionPoint Advisory Group
Texas
$143K -$2.47K -12 -2%
FHA
473
First Horizon Advisors
Tennessee
$137K -$628 -3 -0.5%
Bessemer Group
474
Bessemer Group
New Jersey
$137K -$82.2K -396 -38%
GGI
475
Godsey & Gibb Inc
Virginia
$136K