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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
551
Strengthening Families & Communities LLC
Massachusetts
$11.3K
AGWCA
552
Annis Gardner Whiting Capital Advisors
Florida
$11.2K +$11.3K +64 New
HWM
553
Hemington Wealth Management
Virginia
$11K +$2.48K +14 +28%
PFBT
554
Parkside Financial Bank & Trust
Missouri
$10.5K -$6.56K -37 -38%
CH
555
Cromwell Holdings
Wyoming
$10.5K -$12.6K -71 -54%
FFA
556
Frazier Financial Advisors
Ohio
$10.4K
KFI
557
Key Financial Inc
Pennsylvania
$10.2K
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$9.48K
WB
559
Webster Bank
Connecticut
$9.48K
EP
560
Essential Partners
California
$9.48K +$9.57K +54 New
SWM
561
Spire Wealth Management
Virginia
$9.3K -$20.7K -117 -69%
GXJ
562
Global X Japan
Japan
$9.13K +$9.22K +52 New
TWC
563
TD Waterhouse Canada
Ontario, Canada
$9.01K +$8.86K +50 New
NAAA
564
New Age Alpha Advisors
New York
$8.95K
SSG
565
Summit Securities Group
New York
$8.78K +$8.86K +50 New
AWM
566
Activest Wealth Management
Florida
$8.6K +$8.69K +49 New
CFO
567
CVA Family Office
Colorado
$8.25K +$7.09K +40 +571%
PC
568
Pier Capital
Connecticut
$7.9K
PTC
569
Private Trust Company
Ohio
$7.81K -$3.19K -18 -29%
VCM
570
Versant Capital Management
Arizona
$7.2K -$70.6K -398 -91%
FUBT
571
First United Bank & Trust
Maryland
$7.02K
GSWM
572
Golden State Wealth Management
California
$7.02K
IRC
573
Investors Research Corp
Georgia
$6.85K
PA
574
Pineridge Advisors
Missouri
$6.85K
MIM
575
MTM Investment Management
South Carolina
$6.85K +$6.91K +39 New

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.