624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
526
Summit Securities Group
New York
$19.9K
MCM
527
MAI Capital Management
Ohio
$18.8K
DE
528
DV Equities
Illinois
$18.7K
SWM
529
Spire Wealth Management
Virginia
$18.3K
BOTPPF
530
Board of the Pension Protection Fund
United Kingdom
$17.8K
TFIPS
531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.8K
CT
532
Caldwell Trust
Florida
$15.1K
WA
533
WPG Advisers
Maryland
$13.7K
PWAM
534
Private Wealth Asset Management
Iowa
$13.3K
SIC
535
SJS Investment Consulting
Ohio
$13K
CHC
536
City Holding Co
West Virginia
$12.5K
Q1WB
537
Quest 10 Wealth Builders
Virginia
$11.6K
TWD
538
True Wealth Design
Ohio
$11.4K
ANBT
539
American National Bank & Trust
Texas
$11K
FFA
540
Frazier Financial Advisors
Ohio
$10.5K
KFI
541
Key Financial Inc
Pennsylvania
$10.3K
TWC
542
TD Waterhouse Canada
Ontario, Canada
$10.1K
MFP
543
Meramec Financial Planners
Missouri
$9.72K
WB
544
Webster Bank
Connecticut
$9.61K
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$9.61K
FHC
546
First Horizon Corporation
Tennessee
$9.43K
FAMI
547
Fideuram Asset Management (Ireland)
$8.77K
GWM
548
Geneos Wealth Management
Colorado
$8.04K
T. Rowe Price Investment Management
549
T. Rowe Price Investment Management
Maryland
$8K
RTL
550
Red Tortoise LLC
Georgia
$7.83K