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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
576
LRI Investments
Florida
$6.32K
HI
577
Harbour Investments
Wisconsin
$6.14K -$3.19K -18 -34%
CTWM
578
Cherry Tree Wealth Management
Minnesota
$6.14K
VNA
579
Valley National Advisers
Pennsylvania
$6K -$177 -1 -3%
PGAM
580
Princeton Global Asset Management
New Jersey
$5.44K +$5.5K +31 New
CA
581
CoreCap Advisors
Michigan
$5.27K +$4.25K +24 +400%
MCM
582
Manchester Capital Management
Vermont
$4.92K -$36.2K -204 -88%
BGAI
583
Bruce G. Allen Investments
Colorado
$4.74K -$2.66K -15 -36%
NA
584
NewEdge Advisors
Louisiana
$4.39K -$214K -1,208 -98%
PWMG
585
Prestige Wealth Management Group
New Jersey
$4.21K
ADL
586
Asset Dedication LLC
California
$4.21K +$2.48K +14 +140%
SWP
587
Strategic Wealth Partners
Ohio
$4.04K +$4.08K +23 New
TCOV
588
Trust Company of Vermont
Vermont
$3.86K
FFO
589
Fortitude Family Office
Arizona
$3.86K +$1.6K +9 +69%
RTL
590
Red Tortoise LLC
Georgia
$3.51K
CFD
591
Creative Financial Designs
Indiana
$3.34K -$3.72K -21 -53%
HHMI
592
Howard Hughes Medical Institute
Maryland
$2.81K +$2.84K +16 New
DAM
593
Delta Asset Management
Tennessee
$2.63K
PWMG
594
Private Wealth Management Group
New Jersey
$2.46K -$5.14K -29 -67%
MFT
595
Moisand Fitzgerald Tamayo
Florida
$2.46K
STB
596
S&T Bank
Pennsylvania
$2.46K +$2.48K +14 New
TIM
597
Tortoise Investment Management
New York
$2.28K +$709 +4 +44%
TPWA
598
Twin Peaks Wealth Advisors
California
$2.12K +$2.31K +13 New
ACM
599
Accent Capital Management
Ohio
$2.11K
AW
600
Avion Wealth
Texas
$2K +$177 +1 +9%

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.