664 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
501
Dynamic Wealth Strategies
California
$119K
S
502
SignatureFD
Georgia
$118K
QC
503
Quent Capital
New York
$116K
ERSOT
504
Employees Retirement System of Texas
Texas
$115K
Bessemer Group
505
Bessemer Group
New Jersey
$110K
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$110K
LFG
507
Larson Financial Group
Missouri
$106K
UCB
508
United Community Bank
South Carolina
$103K
OCM
509
Osbon Capital Management
Massachusetts
$96.9K
CFB
510
Cullen/Frost Bankers
Texas
$92.7K
MG
511
Mather Group
Illinois
$92.5K
AGWCA
512
Annis Gardner Whiting Capital Advisors
Florida
$80K
PCM
513
Penserra Capital Management
California
$79K
OCM
514
Orion Capital Management
California
$78.3K
EPL
515
Essential Partners LLC
California
$77.1K
GAM
516
Generali Asset Management
Italy
$77K
HCM
517
Hollencrest Capital Management
California
$75.8K
EI
518
Ecofi Investissements
France
$75.8K
BTI
519
Blue Trust Inc
Georgia
$74.3K
SN
520
Sittner & Nelson
Oregon
$73.7K
ASN
521
Advisory Services Network
Georgia
$73K
DWP
522
Destiny Wealth Partners
Florida
$69.2K
TE
523
Tema ETFs
New York
$68.4K
SPIA
524
Steward Partners Investment Advisory
New York
$63.7K
Los Angeles Capital Management
525
Los Angeles Capital Management
California
$62.9K