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IDEX
IEX

Overview Fund Activity

629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B
2
VanEck Associates
VanEck Associates
New York
$310M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$115M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$113M
5
UBS Group
UBS Group
Switzerland
$123M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
$116M
2
CIM
CCLA Investment Management
United Kingdom
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$4.64M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$261M
5
Axa
Axa
France
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$9.48K – – –
WB
552
Webster Bank
Connecticut
$9.48K – – –
SWM
553
Spire Wealth Management
Virginia
$9.31K -$20.5K -117 -69%
GXJ
554
Global X Japan
Japan
$9.13K +$9.13K +52 New
TWC
555
TD Waterhouse Canada
Ontario, Canada
$9.01K +$9.01K +50 New
NAAA
556
New Age Alpha Advisors
New York
$8.95K – – –
SSG
557
Summit Securities Group
New York
$8.78K +$8.78K +50 New
AWM
558
Activest Wealth Management
Florida
$8.6K +$8.6K +49 New
CFO
559
CVA Family Office
Colorado
$8.25K +$7.02K +40 +571%
PC
560
Pier Capital
Connecticut
$7.9K – – –
PTC
561
Private Trust Company
Ohio
$7.81K -$3.13K -18 -29%
VCM
562
Versant Capital Management
Arizona
$7.2K -$69.9K -398 -91%
GSWM
563
Golden State Wealth Management
California
$7.02K – – –
FUBT
564
First United Bank & Trust
Maryland
$7.02K – – –
PA
565
Pineridge Advisors
Missouri
$6.85K – – –
IRC
566
Investors Research Corp
Georgia
$6.85K – – –
MIM
567
MTM Investment Management
South Carolina
$6.85K +$6.85K +39 New
LI
568
LRI Investments
Florida
$6.32K – – –
HI
569
Harbour Investments
Wisconsin
$6.15K -$3.16K -18 -34%
CTWM
570
Cherry Tree Wealth Management
Minnesota
$6.15K – – –
VNA
571
Valley National Advisers
Pennsylvania
$6K -$154 -1 -3%
PGAM
572
Princeton Global Asset Management
New Jersey
$5.44K +$5.44K +31 New
CA
573
CoreCap Advisors
Michigan
$5.27K +$4.21K +24 +400%
MCM
574
Manchester Capital Management
Vermont
$4.92K -$35.8K -204 -88%
BGAI
575
Bruce G. Allen Investments
Colorado
$4.74K -$2.63K -15 -36%
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