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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$8.79K
WB
552
Webster Bank
Connecticut
$8.79K
IUHSA
553
Itau Unibanco Holding S.A.
Brazil
$8.79K +$9.12K +54 New
FHC
554
First Horizon Corporation
Tennessee
$8.63K +$8.95K +53 New
NAAA
555
New Age Alpha Advisors
New York
$8.3K
TWC
556
TD Waterhouse Canada
Ontario, Canada
$8.21K
PC
557
Pier Capital
Connecticut
$7.32K
RTL
558
Red Tortoise LLC
Georgia
$7.16K +$4.05K +24 +120%
VCM
559
Versant Capital Management
Arizona
$6.67K
SFCL
560
Strengthening Families & Communities LLC
Massachusetts
$6.52K -$4.22K -25 -38%
FUBT
561
First United Bank & Trust
Maryland
$6.51K
GSWM
562
Golden State Wealth Management
California
$6.51K
GXJ
563
Global X Japan
Japan
$6.35K -$2.2K -13 -25%
IRC
564
Investors Research Corp
Georgia
$6.35K
MIM
565
MTM Investment Management
South Carolina
$6.35K
VNA
566
Valley National Advisers
Pennsylvania
$6K +$338 +2 +5%
LI
567
LRI Investments
Florida
$5.86K
SL
568
Salomon & Ludwin
Virginia
$5.84K +$5.91K +35 New
CTWM
569
Cherry Tree Wealth Management
Minnesota
$5.7K
PGAM
570
Princeton Global Asset Management
New Jersey
$5.05K
CA
571
Crewe Advisors
Utah
$4.88K +$4.73K +28 +1,400%
BGAI
572
Bruce G. Allen Investments
Colorado
$4.39K
HI
573
Harbour Investments
Wisconsin
$4.23K -$1.52K -9 -26%
PWMG
574
Prestige Wealth Management Group
New Jersey
$3.91K
SWP
575
Strategic Wealth Partners
Ohio
$3.74K