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671 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, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
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
FFA
576
Frazier Financial Advisors
Ohio
$11.2K
WT
577
Whittier Trust
California
$11.1K
KFI
578
Key Financial Inc
Pennsylvania
$11K
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$10.2K
WB
580
Webster Bank
Connecticut
$10.2K
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1K
FHC
582
First Horizon Corporation
Tennessee
$10K
TWC
583
TD Waterhouse Canada
Ontario, Canada
$9.59K
MFP
584
Meramec Financial Planners
Missouri
$9.49K
RTL
585
Red Tortoise LLC
Georgia
$8.34K
PTC
586
Private Trust Company
Ohio
$8.34K
TPWA
587
Twin Peaks Wealth Advisors
California
$8.34K
AWM
588
Activest Wealth Management
Florida
$8.15K
FFO
589
Fortitude Family Office
Arizona
$7.96K
KFAS
590
Keating Financial Advisory Services
Kansas
$7.58K
IRC
591
Investors Research Corp
Georgia
$7.39K
MIM
592
MTM Investment Management
South Carolina
$7.39K
SFCL
593
Strengthening Families & Communities LLC
Massachusetts
$7.08K
GWM
594
Geneos Wealth Management
Colorado
$7.04K
LI
595
LRI Investments
Florida
$6.82K
CTWM
596
Cherry Tree Wealth Management
Minnesota
$6.63K
JWA
597
JFS Wealth Advisors
Pennsylvania
$6.63K
HWA
598
Heritage Wealth Advisors
Virginia
$6.63K
SL
599
Salomon & Ludwin
Virginia
$6.48K
TFA
600
Transamerica Financial Advisors
Florida
$6.28K