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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
476
Sheets Smith Wealth Management
North Carolina
$279K
Stifel Financial
477
Stifel Financial
Missouri
$275K -$9.31K -44 -4%
PI
478
PFG Investments
New York
$273K +$635 +3 +0.2%
AMCA
479
Arthur M. Cohen & Associates
Illinois
$272K
Bank Julius Baer & Co
480
Bank Julius Baer & Co
Switzerland
$272K
NHC
481
Nicholas Hoffman & Company
Georgia
$270K +$252K +1,189 New
MK
482
MASTERINVEST Kapitalanlage
$269K
NAMM
483
NorthStar Asset Management (Massachusetts)
Massachusetts
$269K -$241K -1,137 -49%
KCP
484
Kera Capital Partners
California
$268K +$250K +1,181 New
RIL
485
Rothschild Investment LLC
Illinois
$267K
TG
486
TCW Group
California
$262K -$7.19K -34 -3%
SIM
487
Studio Investment Management
Illinois
$256K -$1.69K -8 -0.7%
C
488
Certuity
Florida
$255K +$238K +1,125 New
Acadian Asset Management
489
Acadian Asset Management
Massachusetts
$255K -$4.73M -22,376 -95%
IFU
490
iSAM Funds (UK)
United Kingdom
$250K -$1.3M -6,123 -85%
ATC
491
Argent Trust Co
Tennessee
$249K
CCA
492
Cadent Capital Advisors
Oklahoma
$243K
LCM
493
Laurion Capital Management
New York
$243K +$227K +1,071 New
SFI
494
Siemens Fonds Invest
Germany
$242K +$4.87K +23 +2%
SSCM
495
Sovereign's Capital Management
Georgia
$238K -$4.44K -21 -2%
OIS
496
OneAscent Investment Solutions
Alabama
$232K -$68.8K -325 -24%
PCG
497
Prosperity Consulting Group
Maryland
$228K +$212K +1,003 New
CAM
498
Claret Asset Management
Quebec, Canada
$227K -$63.5K -300 -23%
ASA
499
Axxion S.A.
Luxembourg
$227K +$212K +1,000 New
MWM
500
Modera Wealth Management
New Jersey
$227K +$212K +1,000 New

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.