617 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 220 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 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

2% less funds holding

Funds holding: 628617 (-11)

13% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 220

Holders
617
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
CT
526
Caldwell Trust
Florida
$15.1K
WA
527
WPG Advisers
Maryland
$13.7K
PWAM
528
Private Wealth Asset Management
Iowa
$13.3K
SIC
529
SJS Investment Consulting
Ohio
$13K
CHC
530
City Holding Co
West Virginia
$12.5K
Q1WB
531
Quest 10 Wealth Builders
Virginia
$11.6K
TWD
532
True Wealth Design
Ohio
$11.4K
ANBT
533
American National Bank & Trust
Texas
$11K
FFA
534
Frazier Financial Advisors
Ohio
$10.5K
KFI
535
Key Financial Inc
Pennsylvania
$10.3K
TWC
536
TD Waterhouse Canada
Ontario, Canada
$10.1K
MFP
537
Meramec Financial Planners
Missouri
$9.72K
WB
538
Webster Bank
Connecticut
$9.61K
FMII
539
Farmers & Merchants Investments Inc
Nebraska
$9.61K
FHC
540
First Horizon Corporation
Tennessee
$9.43K
FAMI
541
Fideuram Asset Management (Ireland)
$8.77K
GWM
542
Geneos Wealth Management
Colorado
$8.04K
T. Rowe Price Investment Management
543
T. Rowe Price Investment Management
Maryland
$8K
RTL
544
Red Tortoise LLC
Georgia
$7.83K
PTC
545
Private Trust Company
Ohio
$7.65K
AWM
546
Activest Wealth Management
Florida
$7.47K
VCM
547
Versant Capital Management
Arizona
$7.3K
KFAS
548
Keating Financial Advisory Services
Kansas
$7.3K
SFCL
549
Strengthening Families & Communities LLC
Massachusetts
$7.16K
VNA
550
Valley National Advisers
Pennsylvania
$7K