628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
NAAA
551
New Age Alpha Advisors
New York
$9.23K -$5.07K -28 -35%
AWM
552
Abound Wealth Management
Tennessee
$9.05K -$5.25K -29 -37%
BWAM
553
Boyd Watterson Asset Management
Ohio
$9.05K
HWM
554
Hemington Wealth Management
Virginia
$9K +$180 +1 +2%
FIA
555
FNY Investment Advisers
New York
$9K +$9K +53 New
PC
556
Pier Capital
Connecticut
$8.14K
MAM
557
Meeder Asset Management
Ohio
$7.96K -$5.43K -30 -41%
PWMG
558
Private Wealth Management Group
New Jersey
$7.78K -$905 -5 -10%
BGAI
559
Bruce G. Allen Investments
Colorado
$7.6K -$1.45K -8 -16%
GFPC
560
Global Financial Private Client
Florida
$7.42K +$4.16K +23 +128%
CFD
561
Creative Financial Designs
Indiana
$7.24K
GSWM
562
Golden State Wealth Management
California
$7.24K
FUBT
563
First United Bank & Trust
Maryland
$7.24K
TSMHT
564
Thurston Springer Miller Herd & Titak
Indiana
$7.24K +$7.24K +40 New
PA
565
Pineridge Advisors
Missouri
$7.06K
IRC
566
Investors Research Corp
Georgia
$7.06K
VNA
567
Valley National Advisers
Pennsylvania
$7K +$175 +1 +3%
LI
568
LRI Investments
Florida
$6.52K
CTWM
569
Cherry Tree Wealth Management
Minnesota
$6.33K
JWA
570
JFS Wealth Advisors
Pennsylvania
$5.97K -$724 -4 -11%
MEG
571
Millstone Evans Group
Colorado
$5.61K +$5.61K +31 New
SIM
572
Synergy Investment Management
Florida
$5.48K -$183 -1 -3%
SCB
573
Saudi Central Bank
Saudi Arabia
$5.43K +$5.43K +30 New
HDIM
574
Hanson & Doremus Investment Management
Vermont
$5K
PWMG
575
Prestige Wealth Management Group
New Jersey
$4.34K