617 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 220 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 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

2% less funds holding

Funds holding: 628617 (-11)

13% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 220

Holders
617
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
CH
501
Cromwell Holdings
Wyoming
$35.4K
Loomis, Sayles & Company
502
Loomis, Sayles & Company
Massachusetts
$32.7K
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$32.4K
SAG
504
SageView Advisory Group
California
$27.1K
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.7K
GA
506
GoalVest Advisory
New York
$26.3K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$24.4K
JSAM
508
J. Safra Asset Management
New York
$24.4K
DIP
509
DT Investment Partners
Pennsylvania
$24.2K
LSA
510
Leonteq Securities AG
Switzerland
$24K
IUHSA
511
Itau Unibanco Holding S.A.
Brazil
$23.8K
RFP
512
Root Financial Partners
California
$23.5K
RF
513
Rossby Financial
Florida
$23.3K
WTC
514
WhitTier Trust Company
Nevada
$23K
IA
515
IFP Advisors
Florida
$23K
AAP
516
Arax Advisory Partners
Colorado
$22.2K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$21.4K
EPIME
518
Evelyn Partners Investment Management (Europe)
$21.4K
TPCW
519
TD Private Client Wealth
New York
$21K
SSG
520
Summit Securities Group
New York
$19.9K
MCM
521
MAI Capital Management
Ohio
$18.8K
DE
522
DV Equities
Illinois
$18.7K
SWM
523
Spire Wealth Management
Virginia
$18.3K
BOTPPF
524
Board of the Pension Protection Fund
United Kingdom
$17.8K
TFIPS
525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.8K