624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
VIS
501
Vega Investment Solutions
France
$40.9K
OL
502
OneFund LLC
Florida
$39K
AF
503
Advisornet Financial
Minnesota
$38.8K
WT
504
Whittier Trust
California
$38.4K
SIM
505
Sentry Investment Management
Wisconsin
$37K
UB
506
UMB Bank
Missouri
$36.7K
CH
507
Cromwell Holdings
Wyoming
$35.4K
Loomis, Sayles & Company
508
Loomis, Sayles & Company
Massachusetts
$32.7K
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$32.4K
SAG
510
SageView Advisory Group
California
$27.1K
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.7K
GA
512
GoalVest Advisory
New York
$26.3K
PFBT
513
Parkside Financial Bank & Trust
Missouri
$24.4K
JSAM
514
J. Safra Asset Management
New York
$24.4K
DIP
515
DT Investment Partners
Pennsylvania
$24.2K
LSA
516
Leonteq Securities AG
Switzerland
$24K
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
$23.8K
RFP
518
Root Financial Partners
California
$23.5K
RF
519
Rossby Financial
Florida
$23.3K
WTC
520
WhitTier Trust Company
Nevada
$23K
IA
521
IFP Advisors
Florida
$23K
AAP
522
Arax Advisory Partners
Colorado
$22.2K
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$21.4K
EPIME
524
Evelyn Partners Investment Management (Europe)
$21.4K
TPCW
525
TD Private Client Wealth
New York
$21K