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638 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: 639638 (-1)

0% less capital invested

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

Holders
638
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.4%
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
HWM
476
HB Wealth Management
Georgia
$206K +$208K +1,173 New
OAM
477
Oxford Asset Management
United Kingdom
$202K +$204K +1,152 New
TRCT
478
Tower Research Capital (TRC)
New York
$202K -$360K -2,030 -64%
SFI
479
Siemens Fonds Invest
Germany
$185K +$31K +175 +20%
EWA
480
EverSource Wealth Advisors
Alabama
$183K +$53.9K +304 +41%
MIA
481
MeadowBrook Investment Advisors
Michigan
$180K -$3.72K -21 -2%
CA
482
Centerpoint Advisors
Massachusetts
$168K
Walleye Capital
483
Walleye Capital
New York
$166K -$123K -696 -42%
RF
484
Rossby Financial
Florida
$149K -$14.7K -83 -9%
GRP
485
Global Retirement Partners
California
$147K +$149K +840 New
Jones Financial Companies
486
Jones Financial Companies
Missouri
$140K +$59.4K +335 +73%
AIP
487
Ameritas Investment Partners
Nebraska
$125K -$9.93K -56 -7%
HNB
488
Huntington National Bank
Ohio
$123K +$1.24K +7 +1%
BBHC
489
Brown Brothers Harriman & Co
New York
$122K +$43.6K +246 +55%
FHA
490
First Horizon Advisors
Tennessee
$115K +$2.13K +12 +2%
GGI
491
Godsey & Gibb Inc
Virginia
$114K
PA
492
Parallel Advisors
California
$98.3K -$8.86K -50 -8%
Acadian Asset Management
493
Acadian Asset Management
Massachusetts
$92K
BIG
494
Brooklyn Investment Group
New York
$89.4K +$20K +113 +29%
Bessemer Group
495
Bessemer Group
New Jersey
$87K -$17.9K -101 -17%
AA
496
Ancora Advisors
Ohio
$86.7K -$532 -3 -0.6%
C
497
Covestor
United Kingdom
$83K +$25.9K +146 +45%
DWA
498
Dougherty Wealth Advisers
Minnesota
$79.9K
BTI
499
Blue Trust Inc
Georgia
$78.3K +$14K +79 +22%
CI
500
CX Institutional
Indiana
$78K +$4.96K +28 +7%

IEX Hedge Fund Activity: Q2 2025 in Review

638 of the 7,596 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.

  • 638 institutional investors held IDEX (IEX) as of Q2 2025, down from 639 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.