664 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
576
Webster Bank
Connecticut
$10.2K
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1K
FHC
578
First Horizon Corporation
Tennessee
$10K
TWC
579
TD Waterhouse Canada
Ontario, Canada
$9.59K
MFP
580
Meramec Financial Planners
Missouri
$9.49K
RTL
581
Red Tortoise LLC
Georgia
$8.34K
PTC
582
Private Trust Company
Ohio
$8.34K
TPWA
583
Twin Peaks Wealth Advisors
California
$8.34K
AWM
584
Activest Wealth Management
Florida
$8.15K
FFO
585
Fortitude Family Office
Arizona
$7.96K
KFAS
586
Keating Financial Advisory Services
Kansas
$7.58K
IRC
587
Investors Research Corp
Georgia
$7.39K
MIM
588
MTM Investment Management
South Carolina
$7.39K
SFCL
589
Strengthening Families & Communities LLC
Massachusetts
$7.08K
GWM
590
Geneos Wealth Management
Colorado
$7.04K
LI
591
LRI Investments
Florida
$6.82K
CTWM
592
Cherry Tree Wealth Management
Minnesota
$6.63K
JWA
593
JFS Wealth Advisors
Pennsylvania
$6.63K
HWA
594
Heritage Wealth Advisors
Virginia
$6.63K
SL
595
Salomon & Ludwin
Virginia
$6.48K
TFA
596
Transamerica Financial Advisors
Florida
$6.28K
CA
597
Clearstead Advisors
Ohio
$6.26K
PGAM
598
Princeton Global Asset Management
New Jersey
$5.88K
CA
599
Crewe Advisors
Utah
$5.69K
BGAI
600
Bruce G. Allen Investments
Colorado
$5.12K