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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$101M +$2.97M +17,591 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$100M -$6.43M -38,070 -6%
UBS Group
28
UBS Group
Switzerland
$99M -$15.1M -89,624 -13%
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$83.1M +$1.18M +6,991 +1%
Legal & General Group
30
Legal & General Group
United Kingdom
$80.8M +$3.25M +19,225 +4%
SCM
31
Snyder Capital Management
California
$79.7M -$1.38M -8,198 -2%
FPP
32
Findlay Park Partners
United Kingdom
$72.4M -$1.35M -8,000 -2%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$68.8M +$32.3M +191,014 +82%
JP Morgan Chase
34
JP Morgan Chase
New York
$66.3M -$12.8M -75,763 -16%
WIM
35
Weitz Investment Management
Nebraska
$66.2M +$42.2K +250 +0.1%
Bank of America
36
Bank of America
North Carolina
$65.4M -$12.2K -72 -0%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$64.8M -$6.82M -40,381 -9%
Deutsche Bank
38
Deutsche Bank
Germany
$63.3M +$1.46M +8,634 +2%
BTW
39
Boston Trust Walden
Massachusetts
$62.2M +$123K +729 +0.2%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$60.9M -$277M -1,640,644 -81%
Barclays
41
Barclays
United Kingdom
$57.6M -$165M -979,285 -73%
Dodge & Cox
42
Dodge & Cox
California
$56M +$58.2M +344,342 New
DRZID
43
DePrince Race & Zollo Inc (DRZ)
Florida
$56M +$7.96M +47,152 +16%
Citadel Advisors
44
Citadel Advisors
Florida
$54.8M +$41.6M +246,464 +272%
State Farm Mutual Automobile Insurance
45
State Farm Mutual Automobile Insurance
Illinois
$54.7M
Two Sigma Investments
46
Two Sigma Investments
New York
$53.6M +$45.5M +269,109 +447%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$51.3M +$179K +1,062 +0.3%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$50.7M -$57.6M -341,112 -52%
JIC
49
Johnson Investment Counsel
Ohio
$49.3M -$1.33M -7,846 -3%
Squarepoint
50
Squarepoint
New York
$47.2M +$4.33M +25,639 +10%