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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
501
Baker Avenue Asset Management
California
$224K +$209K +987 New
QCG
502
Quadrant Capital Group
Ohio
$221K
Cambridge Investment Research Advisors
503
Cambridge Investment Research Advisors
Iowa
$219K +$204K +966 New
CA
504
Centerpoint Advisors
Massachusetts
$217K
BCI
505
Brinker Capital Investments
Pennsylvania
$216K +$201K +951 New
WA
506
Waddell & Associates
Tennessee
$212K +$198K +936 New
CI
507
CX Institutional
Indiana
$208K +$6.35K +30 +3%
NEI
508
Northwest & Ethical Investments
Ontario, Canada
$207K +$194K +918 New
AWM
509
Apollon Wealth Management
South Carolina
$206K +$192K +909 New
GC
510
Guggenheim Capital
Illinois
$206K +$192K +909 New
FTWA
511
Fifth Third Wealth Advisors
Ohio
$204K +$191K +901 New
HCM
512
Harvey Capital Management
Florida
$204K +$190K +900 New
SCI
513
S&CO Inc
Massachusetts
$204K +$190K +900 New
TCA
514
Transcend Capital Advisors
New Jersey
$201K +$187K +884 New
T
515
TOBAM
France
$200K +$187K +882 New
HNB
516
Huntington National Bank
Ohio
$200K +$21.4K +101 +13%
LFG
517
Larson Financial Group
Missouri
$198K +$66.2K +313 +56%
PA
518
Parallel Advisors
California
$194K +$24.3K +115 +16%
FFA
519
Farther Finance Advisors
California
$193K +$1.69K +8 +1%
AssetMark Inc
520
AssetMark Inc
California
$190K -$261K -1,235 -60%
S
521
SignatureFD
Georgia
$175K +$30.9K +146 +23%
Bessemer Group
522
Bessemer Group
New Jersey
$165K +$30K +142 +24%
AF
523
Allworth Financial
California
$164K +$13.1K +62 +9%
ERSOT
524
Employees Retirement System of Texas
Texas
$153K +$14.8K +70 +12%
VCM
525
Versant Capital Management
Arizona
$153K -$2.75K -13 -2%

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.