624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

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

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
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
PTC
551
Private Trust Company
Ohio
$7.65K
AWM
552
Activest Wealth Management
Florida
$7.47K
VCM
553
Versant Capital Management
Arizona
$7.3K
KFAS
554
Keating Financial Advisory Services
Kansas
$7.3K
SFCL
555
Strengthening Families & Communities LLC
Massachusetts
$7.16K
VNA
556
Valley National Advisers
Pennsylvania
$7K
MIM
557
MTM Investment Management
South Carolina
$6.94K
IRC
558
Investors Research Corp
Georgia
$6.94K
LI
559
LRI Investments
Florida
$6.41K
CTWM
560
Cherry Tree Wealth Management
Minnesota
$6.23K
SL
561
Salomon & Ludwin
Virginia
$6.15K
JWA
562
JFS Wealth Advisors
Pennsylvania
$5.87K
PGAM
563
Princeton Global Asset Management
New Jersey
$5.52K
CA
564
Crewe Advisors
Utah
$5.34K
EW
565
Elyxium Wealth
California
$4.98K
BGAI
566
Bruce G. Allen Investments
Colorado
$4.8K
PWMG
567
Prestige Wealth Management Group
New Jersey
$4.27K
OP
568
ORG Partners
Indiana
$3.73K
CFD
569
Creative Financial Designs
Indiana
$3.38K
HIA
570
Harbor Investment Advisory
Maryland
$3.38K
CFM
571
Cornerstone Financial Management
Massachusetts
$3.2K
NA
572
NewEdge Advisors
Louisiana
$3.02K
TFA
573
Transamerica Financial Advisors
Florida
$3.01K
IIM
574
IFC & Insurance Marketing
California
$3K
SS
575
SBI Securities
Japan
$2.85K