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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
501
Generali Asset Management
Italy
$66.1K -$857K -5,072 -93%
HCM
502
Hollencrest Capital Management
California
$65.1K
UCB
503
United Community Bank
South Carolina
$56.2K +$58.3K +345 New
C
504
Covestor
United Kingdom
$56K -$22K -130 -28%
Federated Hermes
505
Federated Hermes
Pennsylvania
$52.4K -$1.18K -7 -2%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$46.2K -$6.59K -39 -12%
CTC
507
Central Trust Company
Missouri
$45.7K
ST
508
Smithfield Trust
Pennsylvania
$45K
CPBTD
509
Central Pacific Bank - Trust Division
Hawaii
$44.8K +$46.4K +275 New
SC
510
Steph & Co
Wisconsin
$44.4K +$5.57K +33 +14%
CIAM
511
Caitong International Asset Management
Hong Kong
$44.3K +$4.39K +26 +11%
AF
512
Allworth Financial
California
$44.3K +$20.9K +124 +84%
SPIA
513
Steward Partners Investment Advisory
New York
$39.1K +$3.72K +22 +10%
SIM
514
Sentry Investment Management
Wisconsin
$35K -$1.52K -9 -4%
WT
515
Whittier Trust
California
$34.9K
OL
516
OneFund LLC
Florida
$33.9K +$1.69K +10 +5%
PS
517
Principal Securities
Iowa
$33K -$16K -95 -32%
AF
518
Advisornet Financial
Minnesota
$32.4K -$507 -3 -1%
UB
519
UMB Bank
Missouri
$32.2K +$12.7K +75 +61%
Loomis, Sayles & Company
520
Loomis, Sayles & Company
Massachusetts
$31.3K +$507 +3 +2%
EP
521
Essential Partners
California
$28.3K +$20.3K +120 +222%
SWM
522
Spire Wealth Management
Virginia
$24.1K +$16K +95 +179%
IA
523
IFP Advisors
Florida
$23.6K +$24.5K +145 New
CH
524
Cromwell Holdings
Wyoming
$22.9K +$13.7K +81 +135%
JSAM
525
J. Safra Asset Management
New York
$22.3K +$4.9K +29 +27%