620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

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

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
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
SWM
526
Spire Wealth Management
Virginia
$18.3K
BOTPPF
527
Board of the Pension Protection Fund
United Kingdom
$17.8K
TFIPS
528
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.8K
CT
529
Caldwell Trust
Florida
$15.1K
WA
530
WPG Advisers
Maryland
$13.7K
PWAM
531
Private Wealth Asset Management
Iowa
$13.3K
SIC
532
SJS Investment Consulting
Ohio
$13K
CHC
533
City Holding Co
West Virginia
$12.5K
Q1WB
534
Quest 10 Wealth Builders
Virginia
$11.6K
TWD
535
True Wealth Design
Ohio
$11.4K
ANBT
536
American National Bank & Trust
Texas
$11K
FFA
537
Frazier Financial Advisors
Ohio
$10.5K
KFI
538
Key Financial Inc
Pennsylvania
$10.3K
TWC
539
TD Waterhouse Canada
Ontario, Canada
$10.1K
MFP
540
Meramec Financial Planners
Missouri
$9.72K
WB
541
Webster Bank
Connecticut
$9.61K
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$9.61K
FHC
543
First Horizon Corporation
Tennessee
$9.43K
FAMI
544
Fideuram Asset Management (Ireland)
$8.77K
GWM
545
Geneos Wealth Management
Colorado
$8.04K
T. Rowe Price Investment Management
546
T. Rowe Price Investment Management
Maryland
$8K
RTL
547
Red Tortoise LLC
Georgia
$7.83K
PTC
548
Private Trust Company
Ohio
$7.65K
AWM
549
Activest Wealth Management
Florida
$7.47K
VCM
550
Versant Capital Management
Arizona
$7.3K