628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
601
CVA Family Office
Colorado
$1.27K -$3.98K -22 -76%
SIC
602
SJS Investment Consulting
Ohio
$1.27K -$181 -1 -13%
GP
603
Greenline Partners
New York
$1.27K +$1.27K +7 New
FCAS
604
First Command Advisory Services
Texas
$1.27K +$1.27K +7 New
PWA
605
Provenance Wealth Advisors
Florida
$1.09K
LIM
606
Longfellow Investment Management
Massachusetts
$1.09K
SC
607
SouthState Corp
Florida
$1.09K +$1.09K +6 New
CA
608
CoreCap Advisors
Michigan
$1.09K +$1.09K +6 New
MCM
609
MV Capital Management
Maryland
$905 -$1.63K -9 -64%
MSWA
610
Marshall & Sterling Wealth Advisors
New York
$724 +$724 +4 New
PAM
611
Parvin Asset Management
South Dakota
$724 +$724 +4 New
RA
612
Rise Advisors
New York
$724 +$724 +4 New
SS
613
SBI Securities
Japan
$724 +$724 +4 New
VWA
614
Valued Wealth Advisors
Utah
$543
HFS
615
Hughes Financial Services
Virginia
$543 +$543 +3 New
BI
616
Binnacle Investments
Iowa
$543 +$543 +3 New
GA
617
GoalVest Advisory
New York
$543 +$543 +3 New
B
618
Birchbrook
Maine
$427
PWM
619
Parkworth Wealth Management
California
$362
WW
620
Winnow Wealth
Texas
$362
CA
621
Crewe Advisors
Utah
$362
TFM
622
TFC Financial Management
Massachusetts
$362
CA
623
Continuum Advisory
Idaho
$362
BHWM
624
Bay Harbor Wealth Management
Maryland
$361 +$361 +2 New
HIA
625
HFM Investment Advisors
New Jersey
$181 +$181 +1 New