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IDEX
IEX

Overview Fund Activity

629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$213M
2
VanEck Associates
VanEck Associates
New York
+$139M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$67.3M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$64.2M
5
UBS Group
UBS Group
Switzerland
+$57.3M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
-$143M
2
CIM
CCLA Investment Management
United Kingdom
-$69.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$65.4M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$63.9M
5
Axa
Axa
France
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$115M +$7.5M +42,727 +7%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$115M +$67.3M +383,221 +142%
Flossbach Von Storch
28
Flossbach Von Storch
Germany
$113M +$64.2M +365,525 +133%
Millennium Management
29
Millennium Management
New York
$107M +$21.5M +122,598 +25%
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$107M -$20M -113,831 -16%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$106M -$14.5M -82,622 -12%
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$88.4M -$1.22M -6,938 -1%
SCM
33
Snyder Capital Management
California
$87.4M +$1.84M +10,503 +2%
Primecap Management
34
Primecap Management
California
$86.6M +$38.5M +219,501 +80%
Goldman Sachs
35
Goldman Sachs
New York
$85.9M +$8.51M +48,492 +11%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$84.8M +$30.6M +174,555 +57%
Legal & General Group
37
Legal & General Group
United Kingdom
$83.8M -$9.03M -51,438 -10%
FPP
38
Findlay Park Partners
United Kingdom
$79.5M -$2.88M -16,400 -3%
Allianz Asset Management
39
Allianz Asset Management
Germany
$78.1M +$2.82M +16,043 +4%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$77M -$1.15M -6,539 -1%
WIM
41
Weitz Investment Management
Nebraska
$71.3M +$878K +5,000 +1%
Bank of America
42
Bank of America
North Carolina
$70.5M -$1.44M -8,218 -2%
BTW
43
Boston Trust Walden
Massachusetts
$67M +$19.1M +109,043 +40%
Deutsche Bank
44
Deutsche Bank
Germany
$66.8M -$15.8M -89,913 -19%
Fidelity International
45
Fidelity International
Bermuda
$66.7M +$38.7M +220,668 +138%
GKIM
46
GW&K Investment Management
Massachusetts
$66.2M +$1.75M +9,946 +3%
State Farm Mutual Automobile Insurance
47
State Farm Mutual Automobile Insurance
Illinois
$59M – – –
WAM
48
Weiss Asset Management
Massachusetts
$58.7M +$18.3M +104,214 +45%
ClearBridge Investments
49
ClearBridge Investments
New York
$57.6M -$1.2M -6,815 -2%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$55.3M +$7.82M +44,561 +16%
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