624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
HHMI
576
Howard Hughes Medical Institute
Maryland
$2.85K
FMP
577
Financial Management Professionals
Texas
$2.85K
PC
578
Pier Capital
Connecticut
$2.67K
DAM
579
Delta Asset Management
Tennessee
$2.67K
PWMG
580
Private Wealth Management Group
New Jersey
$2.49K
S
581
Sachetta
Massachusetts
$2.31K
FFO
582
Fortitude Family Office
Arizona
$2.31K
WWA
583
Wealth Watch Advisors
Colorado
$2.31K
MCM
584
Manchester Capital Management
Vermont
$2.14K
DPW
585
DiNuzzo Private Wealth
Pennsylvania
$2.14K
FC
586
Financial Consulate
Maryland
$2.14K
PWA
587
Physician Wealth Advisors
Utah
$2.14K
BIA
588
Bell Investment Advisors
California
$1.96K
TF
589
Tompkins Financial
New York
$1.96K
KFG
590
Kingdom Financial Group
Arizona
$1.84K
ADL
591
Asset Dedication LLC
California
$1.78K
AP
592
Aspect Partners
Virginia
$1.78K
YDMI
593
Y.D. More Investments
Israel
$1.46K
NA
594
Networth Advisors
Pennsylvania
$1.25K
BHWM
595
Bay Harbor Wealth Management
Maryland
$1.25K
AW
596
Avion Wealth
Texas
$1K
CAL
597
Capital Advisors Ltd
Ohio
$1K
RWM
598
Rialto Wealth Management
New York
$890
NRG
599
Nemes Rush Group
Michigan
$890
WETS
600
Wealth Enhancement Trust Services
South Dakota
$890