624 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, 201 increasing their positions, 248 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $13.5B → $12.4B (-$1.11B)

19% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 248

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
576
Creative Financial Designs
Indiana
$3.09K
JWA
577
JFS Wealth Advisors
Pennsylvania
$2.93K
HHMI
578
Howard Hughes Medical Institute
Maryland
$2.6K
SS
579
SBI Securities
Japan
$2.6K
TWD
580
True Wealth Design
Ohio
$2.44K
PA
581
Pineridge Advisors
Missouri
$2.44K
DAM
582
Delta Asset Management
Tennessee
$2.44K
MFT
583
Moisand Fitzgerald Tamayo
Florida
$2.28K
PWMG
584
Private Wealth Management Group
New Jersey
$2.28K
WWA
585
Wealth Watch Advisors
Colorado
$2.12K
ACM
586
Accent Capital Management
Ohio
$1.95K
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.79K
CWM
588
Crowley Wealth Management
Delaware
$1.79K
ADL
589
Asset Dedication LLC
California
$1.63K
PG
590
Proffitt & Goodson
Tennessee
$1.63K
AP
591
Aspect Partners
Virginia
$1.63K
DPW
592
DiNuzzo Private Wealth
Pennsylvania
$1.48K
BFS
593
Bare Financial Services
Pennsylvania
$1.47K
FC
594
Financial Consulate
Maryland
$1.47K
BI
595
Binnacle Investments
Iowa
$1.3K
PWA
596
Physician Wealth Advisors
Utah
$1.14K
PTC
597
Private Trust Company
Ohio
$1.14K
STB
598
S&T Bank
Pennsylvania
$1.14K
CPG
599
Cornerstone Planning Group
New Jersey
$1.02K
CCM
600
Cloud Capital Management
Washington
$1K