618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
501
Central Trust Company
Missouri
$73.9K -$2.72K -13 -4%
QPBE
502
Quintet Private Bank (Europe)
Luxembourg
$73K
CIAM
503
Caitong International Asset Management
Hong Kong
$67.6K +$67.6K +323 New
BTI
504
Blue Trust Inc
Georgia
$67.4K -$33.3K -159 -33%
WPA
505
West Paces Advisors
Georgia
$64.9K
SIM
506
Sentry Investment Management
Wisconsin
$59K -$9.66K -46 -14%
Simplex Trading
507
Simplex Trading
Illinois
$59K +$38.6K +186 +190%
ST
508
Smithfield Trust
Pennsylvania
$57K
PCM
509
Perritt Capital Management
Illinois
$53K +$210 +1 +0.4%
MCM
510
Manchester Capital Management
Vermont
$50.2K
QL
511
Quarry LP
New York
$49.4K +$49.4K +236 New
SPIA
512
Steward Partners Investment Advisory
New York
$49K +$628 +3 +1%
Federated Hermes
513
Federated Hermes
Pennsylvania
$48.8K -$46.9K -224 -49%
PS
514
Principal Securities
Iowa
$45.6K -$4.19K -20 -8%
MWM
515
Mascoma Wealth Management
New Hampshire
$45.6K
LC
516
Lindbrook Capital
California
$45.2K +$1.88K +9 +4%
WT
517
Whittier Trust
California
$43.7K
TPCW
518
TD Private Client Wealth
New York
$42.7K
AF
519
Advisornet Financial
Minnesota
$42.7K +$209 +1 +0.5%
AF
520
Allworth Financial
California
$40K -$12.1K -55 -23%
AAP
521
Arax Advisory Partners
Colorado
$38.9K
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.4K
RTC
523
Riverview Trust Company
Washington
$29.7K
UB
524
UMB Bank
Missouri
$28.7K +$2.51K +12 +10%
SFA
525
Semmax Financial Advisors
North Carolina
$28.5K +$15.6K +81 +121%