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IDEX
IEX

Overview Fund Activity

629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B
2
VanEck Associates
VanEck Associates
New York
$310M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$115M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$113M
5
UBS Group
UBS Group
Switzerland
$123M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
$116M
2
CIM
CCLA Investment Management
United Kingdom
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$4.64M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$261M
5
Axa
Axa
France
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
526
American National Bank & Trust
Texas
$25.3K +$25.3K +144 New
TSMHT
527
Thurston Springer Miller Herd & Titak
Indiana
$25.1K +$18.1K +103 +258%
DIP
528
DT Investment Partners
Pennsylvania
$23.9K – – –
BDL
529
Banque de Luxembourg
Luxembourg
$23K – – –
WTC
530
WhitTier Trust Company
Nevada
$21.9K – – –
UB
531
UMB Bank
Missouri
$21.6K -$17.7K -101 -45%
BIA
532
Bell Investment Advisors
California
$18.1K – – –
SFA
533
Semmax Financial Advisors
North Carolina
$17.9K -$5.55K -35 -24%
NC
534
NewSquare Capital
Pennsylvania
$17.9K +$14.7K +84 +467%
WA
535
WPG Advisers
Maryland
$16.5K +$2.81K +16 +21%
MCM
536
MAI Capital Management
Ohio
$16.3K +$3.32K +19 +26%
GWM
537
Geneos Wealth Management
Colorado
$16K -$9.48K -54 -37%
CA
538
Clearstead Advisors
Ohio
$15.3K +$13.9K +79 +988%
LFG
539
Larson Financial Group
Missouri
$14K -$14.6K -83 -51%
PWAM
540
Private Wealth Asset Management
Iowa
$13.2K -$6.15K -35 -32%
AAP
541
Arax Advisory Partners
Colorado
$13K -$1.23K -7 -9%
CHC
542
City Holding Co
West Virginia
$12.3K -$7.73K -44 -39%
TPCW
543
TD Private Client Wealth
New York
$11.6K -$8.08K -46 -41%
SFCL
544
Strengthening Families & Communities LLC
Massachusetts
$11.3K – – –
AGWCA
545
Annis Gardner Whiting Capital Advisors
Florida
$11.2K +$11.2K +64 New
HWM
546
Hemington Wealth Management
Virginia
$11K +$2.41K +14 +28%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$10.5K -$6.5K -37 -38%
CH
548
Cromwell Holdings
Wyoming
$10.5K -$12.5K -71 -54%
FFA
549
Frazier Financial Advisors
Ohio
$10.4K – – –
KFI
550
Key Financial Inc
Pennsylvania
$10.2K – – –
20 21
22
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