616 hedge funds and large institutions have $12.3B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $13.5B → $12.3B (-$1.22B)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 246

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
551
Golden State Wealth Management
California
$6.51K
GXJ
552
Global X Japan
Japan
$6.35K
MIM
553
MTM Investment Management
South Carolina
$6.35K
IRC
554
Investors Research Corp
Georgia
$6.35K
VNA
555
Valley National Advisers
Pennsylvania
$6K
LI
556
LRI Investments
Florida
$5.86K
SL
557
Salomon & Ludwin
Virginia
$5.84K
CTWM
558
Cherry Tree Wealth Management
Minnesota
$5.7K
PGAM
559
Princeton Global Asset Management
New Jersey
$5.05K
CA
560
Crewe Advisors
Utah
$4.88K
BGAI
561
Bruce G. Allen Investments
Colorado
$4.39K
HI
562
Harbour Investments
Wisconsin
$4.23K
PWMG
563
Prestige Wealth Management Group
New Jersey
$3.91K
SWP
564
Strategic Wealth Partners
Ohio
$3.74K
MCM
565
Manchester Capital Management
Vermont
$3.58K
NA
566
NewEdge Advisors
Louisiana
$3.42K
FFO
567
Fortitude Family Office
Arizona
$3.42K
CFD
568
Creative Financial Designs
Indiana
$3.09K
JWA
569
JFS Wealth Advisors
Pennsylvania
$2.93K
HHMI
570
Howard Hughes Medical Institute
Maryland
$2.6K
SS
571
SBI Securities
Japan
$2.6K
TWD
572
True Wealth Design
Ohio
$2.44K
PA
573
Pineridge Advisors
Missouri
$2.44K
DAM
574
Delta Asset Management
Tennessee
$2.44K
MFT
575
Moisand Fitzgerald Tamayo
Florida
$2.28K