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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
526
DT Investment Partners
Pennsylvania
$22.1K
WANY
527
Wealthspire Advisors (New York)
New York
$21.5K +$22.3K +132 New
SSG
528
Summit Securities Group
New York
$21.2K +$13.5K +80 +160%
WTC
529
WhitTier Trust Company
Nevada
$20.9K
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$19.9K -$11.1K -66 -35%
EPIME
531
Evelyn Partners Investment Management (Europe)
$19.5K -$8.45K -50 -29%
RFP
532
Root Financial Partners
California
$19K +$19.8K +117 New
CA
533
Clearstead Advisors
Ohio
$18.1K +$4.05K +24 +28%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$17.1K +$7.6K +45 +75%
BIA
535
Bell Investment Advisors
California
$15.8K -$1.01K -6 -6%
TPCW
536
TD Private Client Wealth
New York
$15.6K +$5.07K +30 +45%
LSA
537
Leonteq Securities AG
Switzerland
$14.8K +$3.21K +19 +26%
CT
538
Caldwell Trust
Florida
$13.8K
GWM
539
Geneos Wealth Management
Colorado
$13.8K -$1.01K -6 -7%
PWAM
540
Private Wealth Asset Management
Iowa
$12.2K
WA
541
WPG Advisers
Maryland
$12K -$3.38K -20 -21%
CHC
542
City Holding Co
West Virginia
$11.4K
Q1WB
543
Quest 10 Wealth Builders
Virginia
$10.6K -$169 -1 -2%
ANBT
544
American National Bank & Trust
Texas
$10.1K -$13.8K -82 -57%
ATC
545
Adirondack Trust Company
New York
$9.77K +$10.1K +60 New
FFA
546
Frazier Financial Advisors
Ohio
$9.6K
KFI
547
Key Financial Inc
Pennsylvania
$9.52K
HWM
548
Hemington Wealth Management
Virginia
$9K -$507 -3 -5%
RIL
549
Rothschild Investment LLC
Illinois
$8.95K +$8.11K +48 +686%
MCM
550
MAI Capital Management
Ohio
$8.91K -$6.42K -38 -41%