633 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 261 increasing their positions, 212 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.62M
Puts
$2.84M
Net Calls
Net Calls Change

Top Buyers

1 +$213M
2 +$139M
3 +$67.3M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$64.2M
5
UBS Group
UBS Group
Switzerland
+$57.3M

Top Sellers

1 -$143M
2 -$69.7M
3 -$65.4M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$63.9M
5
Axa
Axa
France
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
Crowley Wealth Management
Delaware
$1.93K
SS
602
SBI Securities
Japan
$1.76K
RWM
603
Rialto Wealth Management
New York
$1.58K
MCM
604
MV Capital Management
Maryland
$1.58K
TIM
605
Total Investment Management
Arizona
$1.41K
BFS
606
Bare Financial Services
Pennsylvania
$1.41K
KG
607
Kilter Group
New York
$1.41K
RIL
608
Rothschild Investment LLC
Illinois
$1.23K
MPW
609
MASECO Private Wealth
$1.06K
SIC
610
SJS Investment Consulting
Ohio
$1.05K
LIM
611
Longfellow Investment Management
Massachusetts
$1.05K
PWA
612
Principia Wealth Advisory
Texas
$1.05K
CPG
613
Cornerstone Planning Group
New Jersey
$971
TFM
614
TFC Financial Management
Massachusetts
$703
RA
615
Rise Advisors
New York
$702
BHWM
616
Bay Harbor Wealth Management
Maryland
$702
PWM
617
Parkworth Wealth Management
California
$702
HIA
618
HFM Investment Advisors
New Jersey
$702
CT
619
Colonial Trust
South Carolina
$702
NL
620
NVWM LLC
Pennsylvania
$702
S
621
Sachetta
Massachusetts
$527
VWA
622
Valued Wealth Advisors
Utah
$527
BI
623
Binnacle Investments
Iowa
$527
CT
624
Clearstead Trust
Maine
$527
ACA
625
American Capital Advisory
Idaho
$527