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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Blueshift Asset Management
New Jersey
$214K -$629K -3,727 -74%
SAM
452
Shell Asset Management
Netherlands
$213K -$183K -1,086 -45%
GSC
453
Ground Swell Capital
South Carolina
$213K +$221K +1,306 New
CAM
454
Claret Asset Management
Quebec, Canada
$212K -$3.04K -18 -1%
CAM
455
Congress Asset Management
Massachusetts
$210K +$218K +1,293 New
PFM
456
Patton Fund Management
Texas
$207K
EWA
457
EverSource Wealth Advisors
Alabama
$206K +$38K +225 +22%
CPCPP
458
Canada Post Corporation Pension Plan
Canada
$203K
SB
459
Simmons Bank
Arkansas
$203K -$74.3K -440 -26%
AAP
460
Arax Advisory Partners
Colorado
$194K +$189K +1,117 +1,509%
SG Americas Securities
461
SG Americas Securities
New York
$190K -$2.44M -14,471 -93%
CFB
462
Cullen/Frost Bankers
Texas
$178K -$341K -2,020 -65%
SFI
463
Siemens Fonds Invest
Germany
$170K -$1.86K -11 -1%
MIA
464
MeadowBrook Investment Advisors
Michigan
$167K
GI
465
GAMMA Investing
California
$162K -$52.2K -309 -24%
HFS
466
Hantz Financial Services
Michigan
$162K +$107K +635 +176%
CA
467
Centerpoint Advisors
Massachusetts
$156K
ZBNA
468
Zions Bancorporation, National Association
Utah
$148K +$115K +681 +296%
ACM
469
Aster Capital Management
United Arab Emirates
$145K -$595K -3,521 -80%
CAM
470
Creekmur Asset Management
Illinois
$138K -$88.3K -523 -38%
GRP
471
Global Retirement Partners
California
$134K -$2.87K -17 -2%
HNB
472
Huntington National Bank
Ohio
$132K +$18.9K +112 +16%
RF
473
Rossby Financial
Florida
$130K -$9.46K -56 -7%
TPBG
474
Turning Point Benefit Group
Maryland
$129K +$133K +789 New
QCG
475
Quadrant Capital Group
Ohio
$123K -$290K -1,717 -69%