624 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, 201 increasing their positions, 248 reducing their positions, and 83 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:

8% less capital invested

Capital invested by funds: $13.5B → $12.4B (-$1.11B)

19% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 248

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
624
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
SSG
526
Summit Securities Group
New York
$21.2K
WTC
527
WhitTier Trust Company
Nevada
$20.9K
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$19.9K
EPIME
529
Evelyn Partners Investment Management (Europe)
$19.5K
RFP
530
Root Financial Partners
California
$19K
CA
531
Clearstead Advisors
Ohio
$18.1K
PFBT
532
Parkside Financial Bank & Trust
Missouri
$17.1K
BIA
533
Bell Investment Advisors
California
$15.8K
TPCW
534
TD Private Client Wealth
New York
$15.6K
CT
535
Caldwell Trust
Florida
$13.8K
GWM
536
Geneos Wealth Management
Colorado
$13.8K
PWAM
537
Private Wealth Asset Management
Iowa
$12.2K
WA
538
WPG Advisers
Maryland
$12K
CHC
539
City Holding Co
West Virginia
$11.4K
Q1WB
540
Quest 10 Wealth Builders
Virginia
$10.6K
ANBT
541
American National Bank & Trust
Texas
$10.1K
ATC
542
Adirondack Trust Company
New York
$9.77K
FFA
543
Frazier Financial Advisors
Ohio
$9.6K
KFI
544
Key Financial Inc
Pennsylvania
$9.52K
HWM
545
Hemington Wealth Management
Virginia
$9K
RIL
546
Rothschild Investment LLC
Illinois
$8.95K
MCM
547
MAI Capital Management
Ohio
$8.91K
WB
548
Webster Bank
Connecticut
$8.79K
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$8.79K
IUHSA
550
Itau Unibanco Holding S.A.
Brazil
$8.79K