628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
526
Geneos Wealth Management
Colorado
$26.2K +$23.9K +132 +1,015%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$25.9K +$11.6K +64 +81%
DIP
528
DT Investment Partners
Pennsylvania
$24.6K
CH
529
Cromwell Holdings
Wyoming
$23.7K +$1.09K +6 +5%
BDL
530
Banque de Luxembourg
Luxembourg
$23K
WTC
531
WhitTier Trust Company
Nevada
$22.6K
AF
532
Allworth Financial
California
$22.1K -$9.56K -55 -30%
CHC
533
City Holding Co
West Virginia
$20.6K +$7.96K +44 +63%
TPCW
534
TD Private Client Wealth
New York
$20.3K -$16.7K -92 -45%
T
535
TOBAM
France
$20K +$1.27K +7 +7%
PWAM
536
Private Wealth Asset Management
Iowa
$19.9K +$19.9K +110 New
BIA
537
Bell Investment Advisors
California
$18.6K -$1.63K -9 -8%
PFBT
538
Parkside Financial Bank & Trust
Missouri
$17.6K -$3.62K -20 -17%
AAP
539
Arax Advisory Partners
Colorado
$14.7K -$19K -105 -56%
WA
540
WPG Advisers
Maryland
$14.1K -$7.42K -41 -34%
MCM
541
MAI Capital Management
Ohio
$13.3K -$5.58K -31 -30%
Q1WB
542
Quest 10 Wealth Builders
Virginia
$12.1K +$12.1K +67 New
SFCL
543
Strengthening Families & Communities LLC
Massachusetts
$11.8K
IA
544
IFP Advisors
Florida
$11.8K +$2.31K +10 +24%
PTC
545
Private Trust Company
Ohio
$11.4K +$3.8K +21 +50%
FFA
546
Frazier Financial Advisors
Ohio
$10.7K
KFI
547
Key Financial Inc
Pennsylvania
$10.5K -$3.44K -19 -25%
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$9.77K
WB
549
Webster Bank
Connecticut
$9.77K
HI
550
Harbour Investments
Wisconsin
$9.59K +$9.23K +51 +2,550%