617 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 220 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 628617 (-11)

13% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 220

Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
551
Investors Research Corp
Georgia
$6.94K
MIM
552
MTM Investment Management
South Carolina
$6.94K
LI
553
LRI Investments
Florida
$6.41K
CTWM
554
Cherry Tree Wealth Management
Minnesota
$6.23K
SL
555
Salomon & Ludwin
Virginia
$6.15K
JWA
556
JFS Wealth Advisors
Pennsylvania
$5.87K
PGAM
557
Princeton Global Asset Management
New Jersey
$5.52K
CA
558
Crewe Advisors
Utah
$5.34K
EW
559
Elyxium Wealth
California
$4.98K
BGAI
560
Bruce G. Allen Investments
Colorado
$4.8K
PWMG
561
Prestige Wealth Management Group
New Jersey
$4.27K
OP
562
ORG Partners
Indiana
$3.73K
CFD
563
Creative Financial Designs
Indiana
$3.38K
HIA
564
Harbor Investment Advisory
Maryland
$3.38K
CFM
565
Cornerstone Financial Management
Massachusetts
$3.2K
NA
566
NewEdge Advisors
Louisiana
$3.02K
TFA
567
Transamerica Financial Advisors
Florida
$3.01K
IIM
568
IFC & Insurance Marketing
California
$3K
HHMI
569
Howard Hughes Medical Institute
Maryland
$2.85K
SS
570
SBI Securities
Japan
$2.85K
FMP
571
Financial Management Professionals
Texas
$2.85K
PC
572
Pier Capital
Connecticut
$2.67K
DAM
573
Delta Asset Management
Tennessee
$2.67K
PWMG
574
Private Wealth Management Group
New Jersey
$2.49K
S
575
Sachetta
Massachusetts
$2.31K