664 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, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
551
WhitTier Trust Company
Nevada
$23.8K
MCM
552
MAI Capital Management
Ohio
$23.3K
EPIME
553
Evelyn Partners Investment Management (Europe)
$22.7K
TPCW
554
TD Private Client Wealth
New York
$22.7K
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$22.6K
LSA
556
Leonteq Securities AG
Switzerland
$22.2K
QL
557
Quarry LP
New York
$22K
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$20.7K
RS
559
Rakuten Securities
Japan
$19.5K
GKIM
560
GW&K Investment Management
Massachusetts
$19K
TFIPS
561
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19K
HIM
562
Hillsdale Investment Management
Ontario, Canada
$17.1K
CT
563
Caldwell Trust
Florida
$16.1K
WA
564
WPG Advisers
Maryland
$14.8K
CFO
565
CVA Family Office
Colorado
$14.8K
PWAM
566
Private Wealth Asset Management
Iowa
$14.2K
OCWP
567
Owl Creek Wealth Partners
Colorado
$13.3K
CHC
568
City Holding Co
West Virginia
$13.3K
TWD
569
True Wealth Design
Ohio
$13.1K
Q1WB
570
Quest 10 Wealth Builders
Virginia
$12.3K
ANBT
571
American National Bank & Trust
Texas
$11.8K
FFA
572
Frazier Financial Advisors
Ohio
$11.2K
WT
573
Whittier Trust
California
$11.1K
KFI
574
Key Financial Inc
Pennsylvania
$11K
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$10.2K