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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
STB
601
S&T Bank
Pennsylvania
$1.14K -$1.18K -7 -50%
CPG
602
Cornerstone Planning Group
New Jersey
$1.02K
CCM
603
Cloud Capital Management
Washington
$1K +$1.52K +9 New
MPW
604
MASECO Private Wealth
$990
TIM
605
Tortoise Investment Management
New York
$977 -$1.18K -7 -54%
SIC
606
SJS Investment Consulting
Ohio
$977
CWP
607
Clark Wealth Partners
Illinois
$712 +$676 +4 New
BHWM
608
Bay Harbor Wealth Management
Maryland
$651
RA
609
Rise Advisors
New York
$651
SIS
610
Sound Income Strategies
Florida
$498 +$507 +3 New
KG
611
Kilter Group
New York
$489 -$844 -5 -63%
CT
612
Clearstead Trust
Maine
$489
VWA
613
Valued Wealth Advisors
Utah
$489
HIA
614
HFM Investment Advisors
New Jersey
$488 -$169 -1 -25%
NS
615
NBC Securities
Alabama
$488 +$507 +3 New
B
616
Birchbrook
Maine
$384
RWM
617
Rialto Wealth Management
New York
$326 -$1.18K -7 -78%
PWA
618
Principia Wealth Advisory
Texas
$326 -$676 -4 -67%
CT
619
Colonial Trust
South Carolina
$326 -$338 -2 -50%
DF
620
Dunhill Financial
United Kingdom
$292
AWM
621
Activest Wealth Management
Florida
$163 -$8.11K -48 -98%
MCM
622
MV Capital Management
Maryland
$163 -$1.35K -8 -89%
TFM
623
TFC Financial Management
Massachusetts
$163 -$507 -3 -75%
ACA
624
American Capital Advisory
Idaho
$163 -$338 -2 -67%
A
625
AlphaQuest
New York
$163