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671 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, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$140K -$25.9K -131 -15%
VCM
502
Versant Capital Management
Arizona
$130K +$128K +646 +1,576%
AIP
503
Ameritas Investment Partners
Nebraska
$127K
AF
504
Allworth Financial
California
$125K +$12.4K +63 +11%
DWS
505
Dynamic Wealth Strategies
California
$119K -$1.38K -7 -1%
S
506
SignatureFD
Georgia
$118K +$13.6K +69 +12%
QC
507
Quent Capital
New York
$116K -$6.91K -35 -5%
ERSOT
508
Employees Retirement System of Texas
Texas
$115K
Bessemer Group
509
Bessemer Group
New Jersey
$110K +$197 +1 +0.2%
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$110K -$592 -3 -0.5%
LFG
511
Larson Financial Group
Missouri
$106K -$493K -2,498 -82%
UCB
512
United Community Bank
South Carolina
$103K +$35.5K +180 +49%
OCM
513
Osbon Capital Management
Massachusetts
$96.9K
CFB
514
Cullen/Frost Bankers
Texas
$92.7K -$395 -2 -0.4%
MG
515
Mather Group
Illinois
$92.5K +$96.3K +488 New
AGWCA
516
Annis Gardner Whiting Capital Advisors
Florida
$80K +$592 +3 +0.7%
PCM
517
Penserra Capital Management
California
$79K +$2.37K +12 +3%
OCM
518
Orion Capital Management
California
$78.3K
EP
519
Essential Partners
California
$77.1K
GAM
520
Generali Asset Management
Italy
$77K
HCM
521
Hollencrest Capital Management
California
$75.8K
EI
522
Ecofi Investissements
France
$75.8K -$19.7K -100 -20%
BTI
523
Blue Trust Inc
Georgia
$74.3K -$25.5K -129 -25%
SN
524
Sittner & Nelson
Oregon
$73.7K +$76.8K +389 New
ASN
525
Advisory Services Network
Georgia
$73K +$76K +385 New