616 hedge funds and large institutions have $12.3B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 246 reducing their positions, and 82 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:

9% less capital invested

Capital invested by funds: $13.5B → $12.3B (-$1.22B)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 246

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
616
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
PWMG
576
Private Wealth Management Group
New Jersey
$2.28K
WWA
577
Wealth Watch Advisors
Colorado
$2.12K
ACM
578
Accent Capital Management
Ohio
$1.95K
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.79K
CWM
580
Crowley Wealth Management
Delaware
$1.79K
ADL
581
Asset Dedication LLC
California
$1.63K
AP
582
Aspect Partners
Virginia
$1.63K
PG
583
Proffitt & Goodson
Tennessee
$1.63K
DPW
584
DiNuzzo Private Wealth
Pennsylvania
$1.48K
BFS
585
Bare Financial Services
Pennsylvania
$1.47K
FC
586
Financial Consulate
Maryland
$1.47K
BI
587
Binnacle Investments
Iowa
$1.3K
PWA
588
Physician Wealth Advisors
Utah
$1.14K
PTC
589
Private Trust Company
Ohio
$1.14K
STB
590
S&T Bank
Pennsylvania
$1.14K
CPG
591
Cornerstone Planning Group
New Jersey
$1.02K
CCM
592
Cloud Capital Management
Washington
$1K
MPW
593
MASECO Private Wealth
$990
TIM
594
Tortoise Investment Management
New York
$977
SIC
595
SJS Investment Consulting
Ohio
$977
RA
596
Rise Advisors
New York
$651
BHWM
597
Bay Harbor Wealth Management
Maryland
$651
SIS
598
Sound Income Strategies
Florida
$498
CT
599
Clearstead Trust
Maine
$489
VWA
600
Valued Wealth Advisors
Utah
$489