620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 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

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
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
KFAS
551
Keating Financial Advisory Services
Kansas
$7.3K
SFCL
552
Strengthening Families & Communities LLC
Massachusetts
$7.16K
VNA
553
Valley National Advisers
Pennsylvania
$7K
MIM
554
MTM Investment Management
South Carolina
$6.94K
IRC
555
Investors Research Corp
Georgia
$6.94K
LI
556
LRI Investments
Florida
$6.41K
CTWM
557
Cherry Tree Wealth Management
Minnesota
$6.23K
SL
558
Salomon & Ludwin
Virginia
$6.15K
JWA
559
JFS Wealth Advisors
Pennsylvania
$5.87K
PGAM
560
Princeton Global Asset Management
New Jersey
$5.52K
CA
561
Crewe Advisors
Utah
$5.34K
EW
562
Elyxium Wealth
California
$4.98K
BGAI
563
Bruce G. Allen Investments
Colorado
$4.8K
PWMG
564
Prestige Wealth Management Group
New Jersey
$4.27K
OP
565
ORG Partners
Indiana
$3.73K
CFD
566
Creative Financial Designs
Indiana
$3.38K
HIA
567
Harbor Investment Advisory
Maryland
$3.38K
CFM
568
Cornerstone Financial Management
Massachusetts
$3.2K
NA
569
NewEdge Advisors
Louisiana
$3.02K
TFA
570
Transamerica Financial Advisors
Florida
$3.01K
IIM
571
IFC & Insurance Marketing
California
$3K
SS
572
SBI Securities
Japan
$2.85K
HHMI
573
Howard Hughes Medical Institute
Maryland
$2.85K
FMP
574
Financial Management Professionals
Texas
$2.85K
PC
575
Pier Capital
Connecticut
$2.67K