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638 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 639638 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
638
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$33K +$7.98K +45 +31%
EPIME
527
Evelyn Partners Investment Management (Europe)
$29.8K
AF
528
Allworth Financial
California
$26K +$3.72K +21 +17%
ANBT
529
American National Bank & Trust
Texas
$25.3K +$25.5K +144 New
TSMHT
530
Thurston Springer Miller Herd & Titak
Indiana
$25.1K +$18.3K +103 +258%
DIP
531
DT Investment Partners
Pennsylvania
$23.9K
BDL
532
Banque de Luxembourg
Luxembourg
$23K
WTC
533
WhitTier Trust Company
Nevada
$21.9K
UB
534
UMB Bank
Missouri
$21.6K -$17.9K -101 -45%
JSAM
535
J. Safra Asset Management
New York
$19K
BIA
536
Bell Investment Advisors
California
$18.1K
SFA
537
Semmax Financial Advisors
North Carolina
$17.9K -$6.21K -35 -24%
NC
538
NewSquare Capital
Pennsylvania
$17.9K +$14.9K +84 +467%
WA
539
WPG Advisers
Maryland
$16.5K +$2.84K +16 +21%
MCM
540
MAI Capital Management
Ohio
$16.3K +$3.37K +19 +26%
GWM
541
Geneos Wealth Management
Colorado
$16K -$9.57K -54 -37%
CA
542
Clearstead Advisors
Ohio
$15.3K +$14K +79 +988%
CT
543
Caldwell Trust
Florida
$14.9K
LFG
544
Larson Financial Group
Missouri
$14K -$14.7K -83 -51%
PWAM
545
Private Wealth Asset Management
Iowa
$13.2K -$6.21K -35 -32%
AAP
546
Arax Advisory Partners
Colorado
$13K -$1.24K -7 -9%
LSA
547
Leonteq Securities AG
Switzerland
$12.6K +$4.25K +24 +50%
CHC
548
City Holding Co
West Virginia
$12.3K -$7.8K -44 -39%
TPCW
549
TD Private Client Wealth
New York
$11.6K -$8.15K -46 -41%
Q1WB
550
Quest 10 Wealth Builders
Virginia
$11.6K -$177 -1 -1%

IEX Hedge Fund Activity: Q2 2025 in Review

638 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 638 institutional investors held IDEX (IEX) as of Q2 2025, down from 639 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.