633 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, 261 increasing their positions, 212 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
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
PGAM
576
Princeton Global Asset Management
New Jersey
$5.44K
CA
577
CoreCap Advisors
Michigan
$5.27K
MCM
578
Manchester Capital Management
Vermont
$4.92K
BGAI
579
Bruce G. Allen Investments
Colorado
$4.74K
NA
580
NewEdge Advisors
Louisiana
$4.39K
PWMG
581
Prestige Wealth Management Group
New Jersey
$4.21K
ADL
582
Asset Dedication LLC
California
$4.21K
SWP
583
Strategic Wealth Partners
Ohio
$4.04K
TCOV
584
Trust Company of Vermont
Vermont
$3.86K
FFO
585
Fortitude Family Office
Arizona
$3.86K
RTL
586
Red Tortoise LLC
Georgia
$3.51K
CFD
587
Creative Financial Designs
Indiana
$3.34K
HHMI
588
Howard Hughes Medical Institute
Maryland
$2.81K
DAM
589
Delta Asset Management
Tennessee
$2.63K
PWMG
590
Private Wealth Management Group
New Jersey
$2.46K
MFT
591
Moisand Fitzgerald Tamayo
Florida
$2.46K
STB
592
S&T Bank
Pennsylvania
$2.46K
TIM
593
Tortoise Investment Management
New York
$2.28K
TPWA
594
Twin Peaks Wealth Advisors
California
$2.12K
ACM
595
Accent Capital Management
Ohio
$2.11K
AW
596
Avion Wealth
Texas
$2K
JWA
597
JFS Wealth Advisors
Pennsylvania
$1.93K
DPW
598
DiNuzzo Private Wealth
Pennsylvania
$1.93K
TWD
599
True Wealth Design
Ohio
$1.93K
SC
600
SouthState Corp
Florida
$1.93K