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638 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 639638 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
638
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
451
Wallington Asset Management
Indiana
$246K
ATC
452
Argent Trust Co
Tennessee
$245K
MPM
453
MBB Public Markets
Illinois
$244K -$57.3K -323 -19%
CAM
454
Creekmur Asset Management
Illinois
$241K +$55.1K +311 +29%
MM
455
MQS Management
New York
$241K -$196K -1,105 -45%
SRL
456
Scientech Research LLC
New Jersey
$239K +$241K +1,359 New
PTC
457
Petrus Trust Company
Texas
$238K -$132K -742 -35%
CCA
458
Checchi Capital Advisers
California
$238K
TBT
459
Texas Bank & Trust
Texas
$237K
CAM
460
Claret Asset Management
Quebec, Canada
$232K +$234K +1,320 New
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$230K -$30.3K -171 -12%
GI
462
GAMMA Investing
California
$229K +$69.1K +390 +43%
P
463
&Partners
Tennessee
$225K +$228K +1,286 New
EI
464
Ethic Inc
New York
$225K +$227K +1,278 New
PFM
465
Patton Fund Management
Texas
$224K +$226K +1,273 New
ET
466
Equitable Trust
Tennessee
$222K +$225K +1,267 New
CPCPP
467
Canada Post Corporation Pension Plan
Canada
$219K +$222K +1,250 New
Commonwealth Equity Services
468
Commonwealth Equity Services
Massachusetts
$216K +$11K +62 +5%
National Pension Service
469
National Pension Service
South Korea
$216K +$168K +950 +341%
QL
470
Quarry LP
New York
$213K +$104K +585 +93%
S
471
SignatureFD
Georgia
$213K +$113K +640 +112%
ETC
472
Exchange Traded Concepts
Oklahoma
$212K -$2.29M -12,890 -91%
AMCA
473
Arthur M. Cohen & Associates
Illinois
$211K
Janney Montgomery Scott
474
Janney Montgomery Scott
Pennsylvania
$210K -$4.25K -24 -2%
PI
475
PFG Investments
New York
$209K -$17K -96 -7%

IEX Hedge Fund Activity: Q2 2025 in Review

638 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 638 institutional investors held IDEX (IEX) as of Q2 2025, down from 639 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.