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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
8.44%
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
$1.1B
2
VanEck Associates
VanEck Associates
New York
$310M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$115M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$113M
5
UBS Group
UBS Group
Switzerland
$123M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
$116M
2
CIM
CCLA Investment Management
United Kingdom
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$4.64M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$261M
5
Axa
Axa
France
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
476
Siemens Fonds Invest
Germany
$185K +$30.7K +175 +20%
EWA
477
EverSource Wealth Advisors
Alabama
$183K +$53.4K +304 +41%
MIA
478
MeadowBrook Investment Advisors
Michigan
$180K -$3.69K -21 -2%
CA
479
Centerpoint Advisors
Massachusetts
$168K – – –
Walleye Capital
480
Walleye Capital
New York
$166K -$122K -696 -42%
LWANC
481
Laurel Wealth Advisors (North Carolina)
North Carolina
$150K +$149K +26,186 +17,457%
RF
482
Rossby Financial
Florida
$149K -$14.6K -83 -9%
GRP
483
Global Retirement Partners
California
$147K +$147K +840 New
Jones Financial Companies
484
Jones Financial Companies
Missouri
$140K +$59.1K +335 +73%
AIP
485
Ameritas Investment Partners
Nebraska
$125K -$9.83K -56 -7%
HNB
486
Huntington National Bank
Ohio
$123K +$1.23K +7 +1%
BBHC
487
Brown Brothers Harriman & Co
New York
$122K +$43.2K +246 +55%
FHA
488
First Horizon Advisors
Tennessee
$115K +$2.11K +12 +2%
GGI
489
Godsey & Gibb Inc
Virginia
$114K – – –
PA
490
Parallel Advisors
California
$98.3K -$8.78K -50 -8%
Acadian Asset Management
491
Acadian Asset Management
Massachusetts
$92K – – –
BIG
492
Brooklyn Investment Group
New York
$89.4K +$19.8K +113 +29%
Bessemer Group
493
Bessemer Group
New Jersey
$87K -$17.8K -101 -17%
AA
494
Ancora Advisors
Ohio
$86.7K -$527 -3 -0.6%
C
495
Covestor
United Kingdom
$83K +$25.7K +146 +45%
DWA
496
Dougherty Wealth Advisers
Minnesota
$79.9K – – –
BTI
497
Blue Trust Inc
Georgia
$78.3K +$13.9K +79 +22%
CI
498
CX Institutional
Indiana
$78K +$4.89K +28 +7%
OCM
499
Orion Capital Management
California
$72.5K – – –
PCM
500
Penserra Capital Management
California
$71K +$7.99K +46 +13%
18 19
20
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