620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

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

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
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
WT
501
Whittier Trust
California
$38.4K
SIM
502
Sentry Investment Management
Wisconsin
$37K
UB
503
UMB Bank
Missouri
$36.7K
CH
504
Cromwell Holdings
Wyoming
$35.4K
Loomis, Sayles & Company
505
Loomis, Sayles & Company
Massachusetts
$32.7K
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$32.4K
SAG
507
SageView Advisory Group
California
$27.1K
LWANC
508
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.7K
GA
509
GoalVest Advisory
New York
$26.3K
PFBT
510
Parkside Financial Bank & Trust
Missouri
$24.4K
JSAM
511
J. Safra Asset Management
New York
$24.4K
DIP
512
DT Investment Partners
Pennsylvania
$24.2K
LSA
513
Leonteq Securities AG
Switzerland
$24K
IUHSA
514
Itau Unibanco Holding S.A.
Brazil
$23.8K
RFP
515
Root Financial Partners
California
$23.5K
RF
516
Rossby Financial
Florida
$23.3K
WTC
517
WhitTier Trust Company
Nevada
$23K
IA
518
IFP Advisors
Florida
$23K
AAP
519
Arax Advisory Partners
Colorado
$22.2K
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$21.4K
EPIME
521
Evelyn Partners Investment Management (Europe)
$21.4K
TPCW
522
TD Private Client Wealth
New York
$21K
SSG
523
Summit Securities Group
New York
$19.9K
MCM
524
MAI Capital Management
Ohio
$18.8K
DE
525
DV Equities
Illinois
$18.7K