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637 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: 638637 (-1)

0% less capital invested

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

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$115M +$7.57M +42,727 +7%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$115M +$67.9M +383,221 +142%
Flossbach Von Storch
28
Flossbach Von Storch
Germany
$113M +$64.8M +365,525 +133%
Millennium Management
29
Millennium Management
New York
$107M +$21.7M +122,598 +25%
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$107M -$20.2M -113,831 -16%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$106M -$14.6M -82,622 -12%
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$88.4M -$1.23M -6,938 -1%
SCM
33
Snyder Capital Management
California
$87.4M +$1.86M +10,503 +2%
Primecap Management
34
Primecap Management
California
$86.6M +$38.9M +219,501 +80%
Goldman Sachs
35
Goldman Sachs
New York
$85.9M +$8.6M +48,492 +11%
JP Morgan Chase
36
JP Morgan Chase
New York
$84.8M +$30.9M +174,555 +57%
Legal & General Group
37
Legal & General Group
United Kingdom
$83.8M -$9.12M -51,438 -10%
FPP
38
Findlay Park Partners
United Kingdom
$79.5M -$2.91M -16,400 -3%
Allianz Asset Management
39
Allianz Asset Management
Germany
$78.1M +$2.84M +16,043 +4%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$77M -$1.16M -6,539 -1%
WIM
41
Weitz Investment Management
Nebraska
$71.3M +$886K +5,000 +1%
Bank of America
42
Bank of America
North Carolina
$70.5M -$1.46M -8,218 -2%
BTW
43
Boston Trust Walden
Massachusetts
$67M +$19.3M +109,043 +40%
Deutsche Bank
44
Deutsche Bank
Germany
$66.8M -$15.9M -89,913 -19%
Fidelity International
45
Fidelity International
Bermuda
$66.7M +$39.1M +220,668 +138%
GKIM
46
GW&K Investment Management
Massachusetts
$66.2M +$1.76M +9,946 +3%
State Farm Mutual Automobile Insurance
47
State Farm Mutual Automobile Insurance
Illinois
$59M
WAM
48
Weiss Asset Management
Massachusetts
$58.7M +$18.5M +104,214 +45%
ClearBridge Investments
49
ClearBridge Investments
New York
$57.6M -$1.21M -6,815 -2%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$55.3M +$7.9M +44,561 +16%

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 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.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 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.