616 hedge funds and large institutions have $12.3B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $13.5B → $12.3B (-$1.22B)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 246

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$15.6K
CT
527
Caldwell Trust
Florida
$13.8K
GWM
528
Geneos Wealth Management
Colorado
$13.8K
PWAM
529
Private Wealth Asset Management
Iowa
$12.2K
WA
530
WPG Advisers
Maryland
$12K
CHC
531
City Holding Co
West Virginia
$11.4K
Q1WB
532
Quest 10 Wealth Builders
Virginia
$10.6K
ANBT
533
American National Bank & Trust
Texas
$10.1K
ATC
534
Adirondack Trust Company
New York
$9.77K
FFA
535
Frazier Financial Advisors
Ohio
$9.6K
KFI
536
Key Financial Inc
Pennsylvania
$9.52K
HWM
537
Hemington Wealth Management
Virginia
$9K
RIL
538
Rothschild Investment LLC
Illinois
$8.95K
MCM
539
MAI Capital Management
Ohio
$8.91K
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$8.79K
WB
541
Webster Bank
Connecticut
$8.79K
IUHSA
542
Itau Unibanco Holding S.A.
Brazil
$8.79K
FHC
543
First Horizon Corporation
Tennessee
$8.63K
NAAA
544
New Age Alpha Advisors
New York
$8.3K
TWC
545
TD Waterhouse Canada
Ontario, Canada
$8.21K
PC
546
Pier Capital
Connecticut
$7.32K
RTL
547
Red Tortoise LLC
Georgia
$7.16K
VCM
548
Versant Capital Management
Arizona
$6.67K
SFCL
549
Strengthening Families & Communities LLC
Massachusetts
$6.52K
FUBT
550
First United Bank & Trust
Maryland
$6.51K