628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
501
Blue Trust Inc
Georgia
$66.4K +$8.14K +45 +14%
PCM
502
Penserra Capital Management
California
$65K -$31.7K -177 -33%
CTC
503
Central Trust Company
Missouri
$63.9K
QPBE
504
Quintet Private Bank (Europe)
Luxembourg
$63.2K
Federated Hermes
505
Federated Hermes
Pennsylvania
$60.3K +$18.1K +100 +43%
C
506
Covestor
United Kingdom
$59K -$67.3K -372 -53%
SW
507
SVB Wealth
Massachusetts
$56.3K +$56.3K +311 New
WPA
508
West Paces Advisors
Georgia
$56.1K
National Pension Service
509
National Pension Service
South Korea
$50.5K -$21.7M -119,985 -100%
ST
510
Smithfield Trust
Pennsylvania
$50K
PCM
511
Perritt Capital Management
Illinois
$45.8K
PS
512
Principal Securities
Iowa
$45.6K
SPIA
513
Steward Partners Investment Advisory
New York
$43.6K +$1.27K +7 +3%
LC
514
Lindbrook Capital
California
$43.1K +$3.98K +22 +10%
MCM
515
Manchester Capital Management
Vermont
$42K -$1.45K -8 -3%
UB
516
UMB Bank
Missouri
$40.5K +$15.7K +87 +64%
WT
517
Whittier Trust
California
$37.8K
AF
518
Advisornet Financial
Minnesota
$36.9K
SIM
519
Sentry Investment Management
Wisconsin
$35K -$10.5K -65 -23%
CIAM
520
Caitong International Asset Management
Hong Kong
$34.9K -$23.5K -130 -40%
EPIME
521
Evelyn Partners Investment Management (Europe)
$30.8K +$30.8K +131 New
SWM
522
Spire Wealth Management
Virginia
$30.7K -$34.5K -191 -53%
LFG
523
Larson Financial Group
Missouri
$29.5K -$133K -733 -82%
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.1K
SFA
525
Semmax Financial Advisors
North Carolina
$27.1K