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671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
476
Bank Julius Baer & Co
Switzerland
$227K
TG
477
TCW Group
California
$225K +$11.4K +58 +5%
MK
478
MASTERINVEST Kapitalanlage
$225K +$234K +1,187 New
RIL
479
Rothschild Investment LLC
Illinois
$223K +$3.55K +18 +2%
EFG
480
Everhart Financial Group
Ohio
$223K +$232K +1,175 New
NAM
481
NorthCrest Asset Manangement
Minnesota
$222K +$230K +1,166 New
KF
482
Krilogy Financial
Missouri
$217K -$20.3K -103 -9%
SIM
483
Studio Investment Management
Illinois
$215K -$1.18K -6 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
484
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$213K +$222K +1,126 New
SC
485
Syon Capital
California
$213K +$222K +1,124 New
ATC
486
Argent Trust Co
Tennessee
$208K +$217K +1,098 New
MNA
487
Manning & Napier Advisors
New York
$204K -$52.1K -264 -20%
CAU
488
Caxton Associates (UK)
$204K +$212K +1,075 New
PWM
489
Perigon Wealth Management
California
$204K -$31.2K -158 -13%
JSW
490
Journey Strategic Wealth
New Jersey
$203K +$212K +1,073 New
CCA
491
Cadent Capital Advisors
Oklahoma
$203K +$211K +1,071 New
SSCM
492
Sovereign's Capital Management
Georgia
$202K -$14.2K -72 -6%
SFI
493
Siemens Fonds Invest
Germany
$198K -$191K -970 -48%
QCG
494
Quadrant Capital Group
Ohio
$184K -$197 -1 -0.1%
BAMF
495
BI Asset Management Fondsmaeglerselskab
Denmark
$182K -$618K -3,132 -77%
CA
496
Centerpoint Advisors
Massachusetts
$182K
CI
497
CX Institutional
Indiana
$168K +$1.18K +6 +0.7%
AA
498
Ancora Advisors
Ohio
$168K +$11.1K +56 +7%
FFA
499
Farther Finance Advisors
California
$162K +$12K +61 +8%
HNB
500
Huntington National Bank
Ohio
$148K -$3.16K -16 -2%