We are live on ! Find out more

671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
526
Destiny Wealth Partners
Florida
$69.2K +$72.1K +365 New
TE
527
Tema ETFs
New York
$68.4K
SPIA
528
Steward Partners Investment Advisory
New York
$63.7K +$18.6K +94 +39%
Los Angeles Capital Management
529
Los Angeles Capital Management
California
$62.9K
GGI
530
Godsey & Gibb Inc
Virginia
$61.6K
Federated Hermes
531
Federated Hermes
Pennsylvania
$59.5K -$987 -5 -2%
CTC
532
Central Trust Company
Missouri
$53.3K
C
533
Covestor
United Kingdom
$53K -$66.1K -335 -55%
ST
534
Smithfield Trust
Pennsylvania
$53K
MO
535
McMillan Office
Michigan
$49.5K
VIS
536
Vega Investment Solutions
France
$43.6K
AF
537
Advisornet Financial
Minnesota
$42.6K +$1.38K +7 +3%
RFP
538
Root Financial Partners
California
$39.4K +$15K +76 +58%
OL
539
OneFund LLC
Florida
$39.3K -$2.76K -14 -6%
UB
540
UMB Bank
Missouri
$39K
CH
541
Cromwell Holdings
Wyoming
$38.5K +$790 +4 +2%
UBP
542
Union Bancaire Privee
Switzerland
$36.8K +$52.3K +265 New
VNT
543
Vanguard National Trust
Pennsylvania
$32.8K +$34.2K +173 New
PFBT
544
Parkside Financial Bank & Trust
Missouri
$30.9K +$5.13K +26 +19%
AFC
545
Ares Financial Consulting
California
$29.9K +$30.8K +156 New
SWM
546
Spire Wealth Management
Virginia
$29.6K +$10.5K +53 +51%
RF
547
Rossby Financial
Florida
$28.6K +$3.55K +18 +14%
SIC
548
SJS Investment Consulting
Ohio
$28.2K +$15K +76 +104%
GA
549
GoalVest Advisory
New York
$28.1K
Optiver Holding
550
Optiver Holding
Netherlands
$26.5K +$27.6K +140 New