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671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
551
J. Safra Asset Management
New York
$26K
DIP
552
DT Investment Partners
Pennsylvania
$25.8K
Loomis, Sayles & Company
553
Loomis, Sayles & Company
Massachusetts
$25K -$10.3K -52 -28%
IA
554
IFP Advisors
Florida
$23.9K -$592 -3 -2%
WTC
555
WhitTier Trust Company
Nevada
$23.8K
MCM
556
MAI Capital Management
Ohio
$23.3K +$3.36K +17 +16%
EPIME
557
Evelyn Partners Investment Management (Europe)
$22.7K
TPCW
558
TD Private Client Wealth
New York
$22.7K +$395 +2 +2%
PWPS
559
Pinnacle Wealth Planning Services
Ohio
$22.6K -$12.4K -63 -35%
LSA
560
Leonteq Securities AG
Switzerland
$22.2K -$3.55K -18 -13%
QL
561
Quarry LP
New York
$22K -$149K -753 -87%
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$20.7K -$2.17K -11 -9%
RS
563
Rakuten Securities
Japan
$19.5K +$20.1K +102 +10,200%
GKIM
564
GW&K Investment Management
Massachusetts
$19K -$8.76M -44,393 -100%
TFIPS
565
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19K
HIM
566
Hillsdale Investment Management
Ontario, Canada
$17.1K +$17.8K +90 New
CT
567
Caldwell Trust
Florida
$16.1K
WA
568
WPG Advisers
Maryland
$14.8K +$197 +1 +1%
CFO
569
CVA Family Office
Colorado
$14.8K +$14.8K +75 +2,500%
PWAM
570
Private Wealth Asset Management
Iowa
$14.2K
OCWP
571
Owl Creek Wealth Partners
Colorado
$13.3K +$13.8K +70 New
CHC
572
City Holding Co
West Virginia
$13.3K
TWD
573
True Wealth Design
Ohio
$13.1K +$987 +5 +8%
Q1WB
574
Quest 10 Wealth Builders
Virginia
$12.3K
ANBT
575
American National Bank & Trust
Texas
$11.8K