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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
601
JFS Wealth Advisors
Pennsylvania
$1.93K -$3.9K -22 -67%
DPW
602
DiNuzzo Private Wealth
Pennsylvania
$1.93K +$355 +2 +22%
TWD
603
True Wealth Design
Ohio
$1.93K +$532 +3 +38%
SC
604
SouthState Corp
Florida
$1.93K +$886 +5 +83%
CWM
605
Crowley Wealth Management
Delaware
$1.93K
SS
606
SBI Securities
Japan
$1.76K +$1.06K +6 +150%
RWM
607
Rialto Wealth Management
New York
$1.58K -$709 -4 -31%
MCM
608
MV Capital Management
Maryland
$1.58K +$709 +4 +80%
TIM
609
Total Investment Management
Arizona
$1.41K +$1.42K +8 New
BFS
610
Bare Financial Services
Pennsylvania
$1.41K
KG
611
Kilter Group
New York
$1.41K +$1.42K +8 New
RIL
612
Rothschild Investment LLC
Illinois
$1.23K -$177 -1 -13%
MPW
613
MASECO Private Wealth
$1.06K +$1.06K +6 New
SIC
614
SJS Investment Consulting
Ohio
$1.05K -$177 -1 -14%
LIM
615
Longfellow Investment Management
Massachusetts
$1.05K
PWA
616
Principia Wealth Advisory
Texas
$1.05K +$886 +5 +500%
CPG
617
Cornerstone Planning Group
New Jersey
$971 -$355 -2 -25%
TFM
618
TFC Financial Management
Massachusetts
$703 +$355 +2 +100%
RA
619
Rise Advisors
New York
$702
BHWM
620
Bay Harbor Wealth Management
Maryland
$702 +$355 +2 +100%
PWM
621
Parkworth Wealth Management
California
$702 +$355 +2 +100%
HIA
622
HFM Investment Advisors
New Jersey
$702 +$532 +3 +300%
CT
623
Colonial Trust
South Carolina
$702 +$709 +4 New
NL
624
NVWM LLC
Pennsylvania
$702 +$709 +4 New
S
625
Sachetta
Massachusetts
$527 -$1.42K -8 -73%

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.