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671 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, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
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
Commonwealth Equity Services
451
Commonwealth Equity Services
Massachusetts
$281K
RWB
452
RMR Wealth Builders
New Jersey
$277K
EWA
453
EverSource Wealth Advisors
Alabama
$274K
AA
454
Advisory Alpha
Michigan
$268K
WAM
455
Wallington Asset Management
Indiana
$265K
HP
456
Hartree Partners
New York
$265K
ET
457
Equitable Trust
Tennessee
$259K
OIS
458
OneAscent Investment Solutions
Alabama
$256K
CIA
459
Caerus Investment Advisors
Texas
$252K
FMI
460
Frec Markets Inc
California
$248K
DCM
461
DGS Capital Management
New Jersey
$248K
CAM
462
Claret Asset Management
Quebec, Canada
$246K
BFM
463
Boothbay Fund Management
New York
$245K
FT
464
Fiduciary Trust
Massachusetts
$243K
PFM
465
Patton Fund Management
Texas
$241K
LGF
466
LGT Group Foundation
Liechtenstein
$241K
EWM
467
Empirical Wealth Management
Washington
$239K
Stifel Financial
468
Stifel Financial
Missouri
$238K
SSWM
469
Sheets Smith Wealth Management
North Carolina
$233K
QWM
470
Quadcap Wealth Management
Texas
$233K
AMCA
471
Arthur M. Cohen & Associates
Illinois
$230K
SAM
472
Sagewood Asset Management
New York
$230K
OP
473
Oslo Pensjonsforsikring
$228K
GI
474
GAMMA Investing
California
$228K
PI
475
PFG Investments
New York
$228K