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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 %
HCM
501
Hollencrest Capital Management
California
$70.2K – – –
IIM
502
Intact Investment Management
Quebec, Canada
$70.2K +$70.2K +400 New
WSFS
503
Wilmington Savings Fund Society
Delaware
$66.9K +$64.6K +368 +2,831%
FFA
504
Farther Finance Advisors
California
$65K -$39.9K -227 -38%
HFS
505
Hantz Financial Services
Michigan
$63K -$7.16K -41 -10%
Federated Hermes
506
Federated Hermes
Pennsylvania
$57.8K -$702 -4 -1%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$56.7K -$345K -1,965 -86%
PS
508
Principal Securities
Iowa
$52.3K +$14K +80 +37%
CTC
509
Central Trust Company
Missouri
$49.3K -$12.6K -72 -20%
ST
510
Smithfield Trust
Pennsylvania
$49K – – –
IA
511
IFP Advisors
Florida
$47.6K -$11.8K -51 Closed
CIAM
512
Caitong International Asset Management
Hong Kong
$43.2K +$9.31K +53 +27%
SC
513
Steph & Co
Wisconsin
$42.1K +$42.1K +240 New
VIS
514
Vega Investment Solutions
France
$40.4K -$48.3K -275 -54%
ZBNA
515
Zions Bancorporation, National Association
Utah
$40.4K +$38.3K +218 +1,817%
MSE
516
MUFG Securities EMEA
United Kingdom
$39.2K +$39.2K +223 New
SIM
517
Sentry Investment Management
Wisconsin
$39K – – –
SPIA
518
Steward Partners Investment Advisory
New York
$38.3K -$4.04K -23 -10%
WT
519
Whittier Trust
California
$36.7K – – –
AF
520
Advisornet Financial
Minnesota
$35.5K -$351 -2 -1%
OL
521
OneFund LLC
Florida
$35K +$35K +198 New
Loomis, Sayles & Company
522
Loomis, Sayles & Company
Massachusetts
$33.2K +$33.2K +189 New
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$33K +$7.9K +45 +31%
EPIME
524
Evelyn Partners Investment Management (Europe)
$29.8K +$6.85K +39 +30%
AF
525
Allworth Financial
California
$26K +$3.69K +21 +17%
19 20
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