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IDEX
IEX

Overview Fund Activity

628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$914M
2
Millennium Management
Millennium Management
New York
$88.2M
3
Morgan Stanley
Morgan Stanley
New York
$572M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$49.8M
5
Amundi
Amundi
France
$221M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$355M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
3
Citadel Advisors
Citadel Advisors
Florida
$2.67M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$543K
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
576
Trust Company of Vermont
Vermont
$3.98K -$181 -1 -4%
RTL
577
Red Tortoise LLC
Georgia
$3.62K – – –
DF
578
Dunhill Financial
United Kingdom
$3.49K -$367 -2 -10%
NC
579
NewSquare Capital
Pennsylvania
$3.26K +$2.71K +15 +500%
MSWM
580
Mowery & Schoenfeld Wealth Management
Illinois
$3.08K +$3.08K +17 New
HCP
581
Hexagon Capital Partners
Arkansas
$2.72K -$724 -4 -21%
DAM
582
Delta Asset Management
Tennessee
$2.72K – – –
DJSG
583
D.J. St. Germain
Massachusetts
$2.72K +$2.72K +15 New
MFT
584
Moisand Fitzgerald Tamayo
Florida
$2.53K – – –
WSFS
585
Wilmington Savings Fund Society
Delaware
$2.35K -$10.3K -57 -81%
FFO
586
Fortitude Family Office
Arizona
$2.35K -$905 -5 -28%
RWM
587
Rialto Wealth Management
New York
$2.35K +$2.35K +13 New
ZBNA
588
Zions Bancorporation, National Association
Utah
$2.17K +$2.17K +12 New
ACM
589
Accent Capital Management
Ohio
$2.17K +$2.17K +12 New
AW
590
Avion Wealth
Texas
$2K – – –
CWM
591
Crowley Wealth Management
Delaware
$1.99K – – –
S
592
Sachetta
Massachusetts
$1.99K +$181 +1 +10%
ADL
593
Asset Dedication LLC
California
$1.81K – – –
DPW
594
DiNuzzo Private Wealth
Pennsylvania
$1.63K -$543 -3 -25%
TIM
595
Tortoise Investment Management
New York
$1.63K – – –
RIL
596
Rothschild Investment LLC
Illinois
$1.45K -$181 -1 -11%
CA
597
Clearstead Advisors
Ohio
$1.45K – – –
TWD
598
True Wealth Design
Ohio
$1.45K +$543 +3 +60%
BFS
599
Bare Financial Services
Pennsylvania
$1.45K +$1.45K +8 New
CPG
600
Cornerstone Planning Group
New Jersey
$1.34K +$167 +1 +14%
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