624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
476
Bessemer Group
New Jersey
$103K
KAS
477
Kestra Advisory Services
Texas
$103K
S
478
SignatureFD
Georgia
$98.8K
Acadian Asset Management
479
Acadian Asset Management
Massachusetts
$93K
BTI
480
Blue Trust Inc
Georgia
$92.7K
OCM
481
Osbon Capital Management
Massachusetts
$90.8K
EI
482
Ecofi Investissements
France
$89K
CFB
483
Cullen/Frost Bankers
Texas
$87.4K
TPBG
484
Turning Point Benefit Group
Maryland
$83.8K
AGWCA
485
Annis Gardner Whiting Capital Advisors
Florida
$74.6K
OCM
486
Orion Capital Management
California
$73.5K
EPL
487
Essential Partners LLC
California
$72.4K
GAM
488
Generali Asset Management
Italy
$72.2K
PCM
489
Penserra Capital Management
California
$72K
HCM
490
Hollencrest Capital Management
California
$71.2K
UCB
491
United Community Bank
South Carolina
$64.9K
TE
492
Tema ETFs
New York
$64.2K
GGI
493
Godsey & Gibb Inc
Virginia
$57.8K
Federated Hermes
494
Federated Hermes
Pennsylvania
$56.8K
Los Angeles Capital Management
495
Los Angeles Capital Management
California
$56.5K
CTC
496
Central Trust Company
Missouri
$50K
ST
497
Smithfield Trust
Pennsylvania
$50K
CA
498
Clearstead Advisors
Ohio
$47.5K
MO
499
McMillan Office
Michigan
$46.4K
SPIA
500
Steward Partners Investment Advisory
New York
$43.1K