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638 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 639638 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
638
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
501
Orion Capital Management
California
$72.5K
PCM
502
Penserra Capital Management
California
$71K +$8.15K +46 +13%
HCM
503
Hollencrest Capital Management
California
$70.2K
IIM
504
Intact Investment Management
Quebec, Canada
$70.2K +$70.9K +400 New
WSFS
505
Wilmington Savings Fund Society
Delaware
$66.9K +$65.2K +368 +2,831%
FFA
506
Farther Finance Advisors
California
$65K -$40.2K -227 -38%
HFS
507
Hantz Financial Services
Michigan
$63K -$7.27K -41 -10%
Federated Hermes
508
Federated Hermes
Pennsylvania
$57.8K -$709 -4 -1%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$56.7K -$348K -1,965 -86%
PS
510
Principal Securities
Iowa
$52.3K +$14.2K +80 +37%
CTC
511
Central Trust Company
Missouri
$49.3K -$12.8K -72 -20%
ST
512
Smithfield Trust
Pennsylvania
$49K
IA
513
IFP Advisors
Florida
$47.6K -$9.04K -51 Closed
CIAM
514
Caitong International Asset Management
Hong Kong
$43.2K +$9.4K +53 +27%
SC
515
Steph & Co
Wisconsin
$42.1K +$42.5K +240 New
VIS
516
Vega Investment Solutions
France
$40.4K -$48.8K -275 -54%
ZBNA
517
Zions Bancorporation, National Association
Utah
$40.4K +$38.6K +218 +1,817%
MSE
518
MUFG Securities EMEA
United Kingdom
$39.2K +$39.5K +223 New
SIM
519
Sentry Investment Management
Wisconsin
$39K
SPIA
520
Steward Partners Investment Advisory
New York
$38.3K -$4.08K -23 -10%
WT
521
Whittier Trust
California
$36.7K
AF
522
Advisornet Financial
Minnesota
$35.5K -$355 -2 -1%
OL
523
OneFund LLC
Florida
$35K +$35.1K +198 New
CAWM
524
Capital A Wealth Management
Pennsylvania
$34.5K +$28.2K +159 New
Loomis, Sayles & Company
525
Loomis, Sayles & Company
Massachusetts
$33.2K +$33.5K +189 New

IEX Hedge Fund Activity: Q2 2025 in Review

638 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 638 institutional investors held IDEX (IEX) as of Q2 2025, down from 639 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.