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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
WPG Advisers
Maryland
$19.7K +$1.9K +9 +12%
PWPS
577
Pinnacle Wealth Planning Services
Ohio
$19.3K -$7.19K -34 -29%
CT
578
Caldwell Trust
Florida
$19.3K
PWAM
579
Private Wealth Asset Management
Iowa
$17K
OCWP
580
Owl Creek Wealth Partners
Colorado
$15.9K
CHC
581
City Holding Co
West Virginia
$15.9K
CA
582
Clearstead Advisors
Ohio
$15.2K +$7.19K +34 +103%
Q1WB
583
Quest 10 Wealth Builders
Virginia
$14.8K
FPF
584
First Pacific Financial
Washington
$14.5K +$13.1K +62 +3,100%
KFAS
585
Keating Financial Advisory Services
Kansas
$14.3K +$4.87K +23 +58%
ANBT
586
American National Bank & Trust
Texas
$14.1K
FFA
587
Frazier Financial Advisors
Ohio
$13.4K
KFI
588
Key Financial Inc
Pennsylvania
$13.2K
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$12.3K
WB
590
Webster Bank
Connecticut
$12.3K
FHC
591
First Horizon Corporation
Tennessee
$12K
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.3K
ZBNA
593
Zions Bancorporation, National Association
Utah
$11.3K +$5.08K +24 +92%
TWC
594
TD Waterhouse Canada
Ontario, Canada
$11.2K
APFP
595
Action Point Financial Planning
Michigan
$10.7K +$10.4K +49 New
MFP
596
Meramec Financial Planners
Missouri
$10.3K
QL
597
Quarry LP
New York
$10.2K -$15K -71 -61%
PTC
598
Private Trust Company
Ohio
$9.99K
AWM
599
Activest Wealth Management
Florida
$9.76K
FFO
600
Fortitude Family Office
Arizona
$9.76K +$212 +1 +2%

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.