617 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 220 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

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

2% less funds holding

Funds holding: 628617 (-11)

13% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 220

Holders
617
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
FFO
576
Fortitude Family Office
Arizona
$2.31K
WWA
577
Wealth Watch Advisors
Colorado
$2.31K
MCM
578
Manchester Capital Management
Vermont
$2.14K
FC
579
Financial Consulate
Maryland
$2.14K
DPW
580
DiNuzzo Private Wealth
Pennsylvania
$2.14K
PWA
581
Physician Wealth Advisors
Utah
$2.14K
BIA
582
Bell Investment Advisors
California
$1.96K
TF
583
Tompkins Financial
New York
$1.96K
KFG
584
Kingdom Financial Group
Arizona
$1.84K
ADL
585
Asset Dedication LLC
California
$1.78K
AP
586
Aspect Partners
Virginia
$1.78K
YDMI
587
Y.D. More Investments
Israel
$1.46K
NA
588
Networth Advisors
Pennsylvania
$1.25K
BHWM
589
Bay Harbor Wealth Management
Maryland
$1.25K
AW
590
Avion Wealth
Texas
$1K
CAL
591
Capital Advisors Ltd
Ohio
$1K
RWM
592
Rialto Wealth Management
New York
$890
NRG
593
Nemes Rush Group
Michigan
$890
WETS
594
Wealth Enhancement Trust Services
South Dakota
$890
CWP
595
Clark Wealth Partners
Illinois
$712
DF
596
Dunhill Financial
United Kingdom
$684
HIA
597
HFM Investment Advisors
New Jersey
$534
VWA
598
Valued Wealth Advisors
Utah
$534
KG
599
Kilter Group
New York
$534
PWA
600
Principia Wealth Advisory
Texas
$534