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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

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$134M +$10.4M +52,570 +8%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$133M +$46.7M +236,526 +51%
Charles Schwab
28
Charles Schwab
California
$130M +$3.71M +18,799 +3%
First Trust Advisors
29
First Trust Advisors
Illinois
$128M -$40.3M -204,149 -23%
Pictet Asset Management
30
Pictet Asset Management
Switzerland
$124M +$47.5M +240,869 +59%
UBS Group
31
UBS Group
Switzerland
$122M -$49.9M -252,671 -28%
CIP
32
Champlain Investment Partners
Vermont
$121M -$37.6M -190,373 -23%
ATO
33
Alecta Tjanstepension Omsesidigt
Sweden
$110M -$21.9M -110,900 -16%
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$106M +$6.84M +34,634 +7%
Alyeska Investment Group
35
Alyeska Investment Group
Illinois
$98.1M +$102M +517,655 New
Two Sigma Investments
36
Two Sigma Investments
New York
$94.3M +$47.5M +240,664 +94%
Legal & General Group
37
Legal & General Group
United Kingdom
$89.3M -$2.5M -12,650 -3%
SCM
38
Snyder Capital Management
California
$85.9M -$4.28M -21,678 -5%
BTW
39
Boston Trust Walden
Massachusetts
$85.8M -$1.97M -9,989 -2%
JP Morgan Chase
40
JP Morgan Chase
New York
$85.1M +$22.7M +115,192 +33%
Deutsche Bank
41
Deutsche Bank
Germany
$81.9M -$11.4M -57,557 -12%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$80.8M +$4.74M +24,021 +6%
VFT
43
Vanguard Fiduciary Trust
Pennsylvania
$79.9M +$83.2M +421,292 New
SSA
44
Schonfeld Strategic Advisors
New York
$78.8M +$23.7M +119,844 +41%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$77M -$16.1M -81,622 -17%
RS
46
Robeco Schweiz
Switzerland
$71.9M -$6.63M -33,565 -8%
DRZID
47
DePrince Race & Zollo Inc (DRZ)
Florida
$66.2M -$1.91M -9,656 -3%
Barclays
48
Barclays
United Kingdom
$65.5M +$15M +76,146 +28%
FPP
49
Findlay Park Partners
United Kingdom
$62.9M -$7.58M -38,400 -10%
State Farm Mutual Automobile Insurance
50
State Farm Mutual Automobile Insurance
Illinois
$61.9M -$1.9M -9,609 -3%