635 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 213 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
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
TWD
601
True Wealth Design
Ohio
$1.93K
SC
602
SouthState Corp
Florida
$1.93K
CWM
603
Crowley Wealth Management
Delaware
$1.93K
SS
604
SBI Securities
Japan
$1.76K
RWM
605
Rialto Wealth Management
New York
$1.58K
MCM
606
MV Capital Management
Maryland
$1.58K
TIM
607
Total Investment Management
Arizona
$1.41K
BFS
608
Bare Financial Services
Pennsylvania
$1.41K
KG
609
Kilter Group
New York
$1.41K
RIL
610
Rothschild Investment LLC
Illinois
$1.23K
MPW
611
MASECO Private Wealth
$1.06K
SIC
612
SJS Investment Consulting
Ohio
$1.05K
LIM
613
Longfellow Investment Management
Massachusetts
$1.05K
PWA
614
Principia Wealth Advisory
Texas
$1.05K
CPG
615
Cornerstone Planning Group
New Jersey
$971
TFM
616
TFC Financial Management
Massachusetts
$703
RA
617
Rise Advisors
New York
$702
PWM
618
Parkworth Wealth Management
California
$702
BHWM
619
Bay Harbor Wealth Management
Maryland
$702
HIA
620
HFM Investment Advisors
New Jersey
$702
CT
621
Colonial Trust
South Carolina
$702
NL
622
NVWM LLC
Pennsylvania
$702
S
623
Sachetta
Massachusetts
$527
BI
624
Binnacle Investments
Iowa
$527
VWA
625
Valued Wealth Advisors
Utah
$527