628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
451
Apollon Wealth Management
South Carolina
$224K +$17.2K +95 +8%
NA
452
NewEdge Advisors
Louisiana
$223K -$42.2K -233 -16%
ACM
453
Aster Capital Management
United Arab Emirates
$223K -$437K -2,249 -66%
Janney Montgomery Scott
454
Janney Montgomery Scott
Pennsylvania
$221K -$82.4K -454 -27%
DC
455
Davenport & Co
Virginia
$221K +$905 +5 +0.4%
SAM
456
Shell Asset Management
Netherlands
$219K
AMCA
457
Arthur M. Cohen & Associates
Illinois
$217K
FC
458
Farringdon Capital
United Kingdom
$214K +$214K +1,183 New
SIAG
459
Safeguard Investment Advisory Group
California
$213K +$213K +1,173 New
Commonwealth Equity Services
460
Commonwealth Equity Services
Massachusetts
$212K +$5.8K +32 +3%
GIA
461
Gateway Investment Advisers
Ohio
$203K -$1.81K -10 -0.9%
FBT
462
First Bank & Trust
South Dakota
$202K -$22.1K -122 -10%
AAS
463
Avantax Advisory Services
Texas
$201K -$30.8K -170 -13%
HI
464
Horizon Investments
North Carolina
$197K +$9.77K +54 +5%
CAM
465
Creekmur Asset Management
Illinois
$192K +$191K +1,055 +15,071%
MIA
466
MeadowBrook Investment Advisors
Michigan
$190K
SIM
467
Studio Investment Management
Illinois
$190K +$17.6K +97 +10%
SOW
468
State of Wyoming
Wyoming
$183K +$29.1K +161 +19%
CA
469
Centerpoint Advisors
Massachusetts
$173K
GI
470
GAMMA Investing
California
$166K +$54.5K +301 +49%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
471
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$163K +$163K +903 New
RF
472
Rossby Financial
Florida
$161K -$14.9K -86 -8%
SFI
473
Siemens Fonds Invest
Germany
$159K +$159K +878 New
AIP
474
Ameritas Investment Partners
Nebraska
$139K
EWA
475
EverSource Wealth Advisors
Alabama
$134K +$27K +149 +25%