664 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
451
Advisory Alpha
Michigan
$268K
WAM
452
Wallington Asset Management
Indiana
$265K
HP
453
Hartree Partners
New York
$265K
ET
454
Equitable Trust
Tennessee
$259K
OIS
455
OneAscent Investment Solutions
Alabama
$256K
FMI
456
Frec Markets Inc
California
$248K
DCM
457
DGS Capital Management
New Jersey
$248K
CAM
458
Claret Asset Management
Quebec, Canada
$246K
BFM
459
Boothbay Fund Management
New York
$245K
FT
460
Fiduciary Trust
Massachusetts
$243K
PFM
461
Patton Fund Management
Texas
$241K
LGF
462
LGT Group Foundation
Liechtenstein
$241K
EWM
463
Empirical Wealth Management
Washington
$239K
Stifel Financial
464
Stifel Financial
Missouri
$238K
SSWM
465
Sheets Smith Wealth Management
North Carolina
$233K
QWM
466
Quadcap Wealth Management
Texas
$233K
AMCA
467
Arthur M. Cohen & Associates
Illinois
$230K
SAM
468
Sagewood Asset Management
New York
$230K
OP
469
Oslo Pensjonsforsikring
$228K
GI
470
GAMMA Investing
California
$228K
PI
471
PFG Investments
New York
$228K
Bank Julius Baer & Co
472
Bank Julius Baer & Co
Switzerland
$227K
TG
473
TCW Group
California
$225K
MK
474
MASTERINVEST Kapitalanlage
$225K
RIL
475
Rothschild Investment LLC
Illinois
$223K