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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
Manchester Capital Management
Vermont
$3.58K -$1.01K -6 -21%
NA
577
NewEdge Advisors
Louisiana
$3.42K -$676 -4 -16%
FFO
578
Fortitude Family Office
Arizona
$3.42K -$169 -1 -5%
CFD
579
Creative Financial Designs
Indiana
$3.09K
JWA
580
JFS Wealth Advisors
Pennsylvania
$2.93K +$1.18K +7 +64%
HHMI
581
Howard Hughes Medical Institute
Maryland
$2.6K
SS
582
SBI Securities
Japan
$2.6K +$1.01K +6 +60%
TWD
583
True Wealth Design
Ohio
$2.44K +$676 +4 +36%
PA
584
Pineridge Advisors
Missouri
$2.44K -$4.05K -24 -62%
DAM
585
Delta Asset Management
Tennessee
$2.44K
MFT
586
Moisand Fitzgerald Tamayo
Florida
$2.28K
PWMG
587
Private Wealth Management Group
New Jersey
$2.28K
WWA
588
Wealth Watch Advisors
Colorado
$2.12K +$2.2K +13 New
ACM
589
Accent Capital Management
Ohio
$1.95K
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.79K +$1.86K +11 New
CWM
591
Crowley Wealth Management
Delaware
$1.79K
ADL
592
Asset Dedication LLC
California
$1.63K -$2.37K -14 -58%
AP
593
Aspect Partners
Virginia
$1.63K +$1.69K +10 New
PG
594
Proffitt & Goodson
Tennessee
$1.63K +$1.69K +10 New
DPW
595
DiNuzzo Private Wealth
Pennsylvania
$1.48K -$338 -2 -18%
BFS
596
Bare Financial Services
Pennsylvania
$1.47K +$169 +1 +13%
FC
597
Financial Consulate
Maryland
$1.47K +$1.52K +9 New
BI
598
Binnacle Investments
Iowa
$1.3K +$844 +5 +167%
PWA
599
Physician Wealth Advisors
Utah
$1.14K +$1.18K +7 New
PTC
600
Private Trust Company
Ohio
$1.14K -$6.42K -38 -84%