634 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 259 increasing their positions, 213 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.62M
Puts
$2.84M
Net Calls
Net Calls Change

Top Buyers

1 +$213M
2 +$139M
3 +$67.3M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$64.2M
5
UBS Group
UBS Group
Switzerland
+$57.3M

Top Sellers

1 -$143M
2 -$69.7M
3 -$65.4M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$63.9M
5
Axa
Axa
France
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
576
Valley National Advisers
Pennsylvania
$6K
PGAM
577
Princeton Global Asset Management
New Jersey
$5.44K
CA
578
CoreCap Advisors
Michigan
$5.27K
MCM
579
Manchester Capital Management
Vermont
$4.92K
BGAI
580
Bruce G. Allen Investments
Colorado
$4.74K
NA
581
NewEdge Advisors
Louisiana
$4.39K
PWMG
582
Prestige Wealth Management Group
New Jersey
$4.21K
ADL
583
Asset Dedication LLC
California
$4.21K
SWP
584
Strategic Wealth Partners
Ohio
$4.04K
TCOV
585
Trust Company of Vermont
Vermont
$3.86K
FFO
586
Fortitude Family Office
Arizona
$3.86K
RTL
587
Red Tortoise LLC
Georgia
$3.51K
CFD
588
Creative Financial Designs
Indiana
$3.34K
HHMI
589
Howard Hughes Medical Institute
Maryland
$2.81K
DAM
590
Delta Asset Management
Tennessee
$2.63K
PWMG
591
Private Wealth Management Group
New Jersey
$2.46K
MFT
592
Moisand Fitzgerald Tamayo
Florida
$2.46K
STB
593
S&T Bank
Pennsylvania
$2.46K
TIM
594
Tortoise Investment Management
New York
$2.28K
TPWA
595
Twin Peaks Wealth Advisors
California
$2.12K
ACM
596
Accent Capital Management
Ohio
$2.11K
AW
597
Avion Wealth
Texas
$2K
JWA
598
JFS Wealth Advisors
Pennsylvania
$1.93K
DPW
599
DiNuzzo Private Wealth
Pennsylvania
$1.93K
TWD
600
True Wealth Design
Ohio
$1.93K