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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
Holders
671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
551
J. Safra Asset Management
New York
$26K
DIP
552
DT Investment Partners
Pennsylvania
$25.8K
Loomis, Sayles & Company
553
Loomis, Sayles & Company
Massachusetts
$25K
IA
554
IFP Advisors
Florida
$23.9K
WTC
555
WhitTier Trust Company
Nevada
$23.8K
MCM
556
MAI Capital Management
Ohio
$23.3K
EPIME
557
Evelyn Partners Investment Management (Europe)
$22.7K
TPCW
558
TD Private Client Wealth
New York
$22.7K
PWPS
559
Pinnacle Wealth Planning Services
Ohio
$22.6K
LSA
560
Leonteq Securities AG
Switzerland
$22.2K
QL
561
Quarry LP
New York
$22K
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$20.7K
RS
563
Rakuten Securities
Japan
$19.5K
GKIM
564
GW&K Investment Management
Massachusetts
$19K
TFIPS
565
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19K
HIM
566
Hillsdale Investment Management
Ontario, Canada
$17.1K
CT
567
Caldwell Trust
Florida
$16.1K
WA
568
WPG Advisers
Maryland
$14.8K
CFO
569
CVA Family Office
Colorado
$14.8K
PWAM
570
Private Wealth Asset Management
Iowa
$14.2K
OCWP
571
Owl Creek Wealth Partners
Colorado
$13.3K
CHC
572
City Holding Co
West Virginia
$13.3K
TWD
573
True Wealth Design
Ohio
$13.1K
Q1WB
574
Quest 10 Wealth Builders
Virginia
$12.3K
ANBT
575
American National Bank & Trust
Texas
$11.8K