624 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, 201 increasing their positions, 248 reducing their positions, and 83 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:

8% less capital invested

Capital invested by funds: $13.5B → $12.4B (-$1.11B)

19% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 248

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
624
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
FHC
551
First Horizon Corporation
Tennessee
$8.63K
NAAA
552
New Age Alpha Advisors
New York
$8.3K
TWC
553
TD Waterhouse Canada
Ontario, Canada
$8.21K
PC
554
Pier Capital
Connecticut
$7.32K
RTL
555
Red Tortoise LLC
Georgia
$7.16K
VCM
556
Versant Capital Management
Arizona
$6.67K
SFCL
557
Strengthening Families & Communities LLC
Massachusetts
$6.52K
FUBT
558
First United Bank & Trust
Maryland
$6.51K
GSWM
559
Golden State Wealth Management
California
$6.51K
GXJ
560
Global X Japan
Japan
$6.35K
IRC
561
Investors Research Corp
Georgia
$6.35K
MIM
562
MTM Investment Management
South Carolina
$6.35K
VNA
563
Valley National Advisers
Pennsylvania
$6K
LI
564
LRI Investments
Florida
$5.86K
SL
565
Salomon & Ludwin
Virginia
$5.84K
CTWM
566
Cherry Tree Wealth Management
Minnesota
$5.7K
PGAM
567
Princeton Global Asset Management
New Jersey
$5.05K
CA
568
Crewe Advisors
Utah
$4.88K
BGAI
569
Bruce G. Allen Investments
Colorado
$4.39K
HI
570
Harbour Investments
Wisconsin
$4.23K
PWMG
571
Prestige Wealth Management Group
New Jersey
$3.91K
SWP
572
Strategic Wealth Partners
Ohio
$3.74K
MCM
573
Manchester Capital Management
Vermont
$3.58K
NA
574
NewEdge Advisors
Louisiana
$3.42K
FFO
575
Fortitude Family Office
Arizona
$3.42K