We are live on ! Find out more

683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
526
Oslo Pensjonsforsikring
$151K -$114K -540 -45%
AIP
527
Ameritas Investment Partners
Nebraska
$144K -$7.62K -36 -5%
QC
528
Quent Capital
New York
$139K +$423 +2 +0.3%
DWS
529
Dynamic Wealth Strategies
California
$128K -$13.1K -62 -10%
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$126K -$5.08K -24 -4%
UCB
531
United Community Bank
South Carolina
$126K +$2.12K +10 +2%
AA
532
Ancora Advisors
Ohio
$123K -$72.1K -341 -39%
OCM
533
Osbon Capital Management
Massachusetts
$116K
GAM
534
Generali Asset Management
Italy
$115K +$21.6K +102 +25%
MG
535
Mather Group
Illinois
$114K +$2.96K +14 +3%
CFB
536
Cullen/Frost Bankers
Texas
$111K
OCM
537
Orion Capital Management
California
$93.7K
EP
538
Essential Partners
California
$92.4K
HCM
539
Hollencrest Capital Management
California
$90.8K
BTI
540
Blue Trust Inc
Georgia
$90.3K +$1.27K +6 +2%
SN
541
Sittner & Nelson
Oregon
$88.3K
TE
542
Tema ETFs
New York
$81.9K
Los Angeles Capital Management
543
Los Angeles Capital Management
California
$75.3K
GGI
544
Godsey & Gibb Inc
Virginia
$73.8K
WPA
545
West Paces Advisors
Georgia
$70.4K +$65.6K +310 New
EI
546
Ecofi Investissements
France
$68.1K -$21.2K -100 -25%
CTC
547
Central Trust Company
Missouri
$63.8K
C
548
Covestor
United Kingdom
$62K -$1.48K -7 -3%
ST
549
Smithfield Trust
Pennsylvania
$62K
MO
550
McMillan Office
Michigan
$59.2K

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.