620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 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

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
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
DAM
576
Delta Asset Management
Tennessee
$2.67K
PWMG
577
Private Wealth Management Group
New Jersey
$2.49K
S
578
Sachetta
Massachusetts
$2.31K
FFO
579
Fortitude Family Office
Arizona
$2.31K
WWA
580
Wealth Watch Advisors
Colorado
$2.31K
MCM
581
Manchester Capital Management
Vermont
$2.14K
FC
582
Financial Consulate
Maryland
$2.14K
DPW
583
DiNuzzo Private Wealth
Pennsylvania
$2.14K
PWA
584
Physician Wealth Advisors
Utah
$2.14K
BIA
585
Bell Investment Advisors
California
$1.96K
TF
586
Tompkins Financial
New York
$1.96K
KFG
587
Kingdom Financial Group
Arizona
$1.84K
ADL
588
Asset Dedication LLC
California
$1.78K
AP
589
Aspect Partners
Virginia
$1.78K
YDMI
590
Y.D. More Investments
Israel
$1.46K
NA
591
Networth Advisors
Pennsylvania
$1.25K
BHWM
592
Bay Harbor Wealth Management
Maryland
$1.25K
AW
593
Avion Wealth
Texas
$1K
CAL
594
Capital Advisors Ltd
Ohio
$1K
RWM
595
Rialto Wealth Management
New York
$890
NRG
596
Nemes Rush Group
Michigan
$890
WETS
597
Wealth Enhancement Trust Services
South Dakota
$890
CWP
598
Clark Wealth Partners
Illinois
$712
DF
599
Dunhill Financial
United Kingdom
$684
HIA
600
HFM Investment Advisors
New Jersey
$534