664 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
601
Zions Bancorporation, National Association
Utah
$4.93K
PWMG
602
Prestige Wealth Management Group
New Jersey
$4.55K
FMP
603
Financial Management Professionals
Texas
$4.36K
SI
604
Sapience Investments
California
$4.17K
CFM
605
Cornerstone Financial Management
Massachusetts
$3.98K
CMA
606
Cedar Mountain Advisors
Oregon
$3.98K
GSEP
607
Golden State Equity Partners
California
$3.98K
SIM
608
Synergy Investment Management
Florida
$3.65K
CFD
609
Creative Financial Designs
Indiana
$3.6K
HIA
610
Harbor Investment Advisory
Maryland
$3.6K
SS
611
SBI Securities
Japan
$3.22K
DAM
612
Delta Asset Management
Tennessee
$2.84K
PC
613
Pier Capital
Connecticut
$2.84K
PWMG
614
Private Wealth Management Group
New Jersey
$2.65K
FC
615
Financial Consulate
Maryland
$2.65K
RWM
616
Rialto Wealth Management
New York
$2.65K
EWP
617
Elevation Wealth Partners
California
$2.65K
S
618
Sachetta
Massachusetts
$2.46K
SSG
619
Summit Securities Group
New York
$2.27K
PWA
620
Physician Wealth Advisors
Utah
$2.27K
MCM
621
Manchester Capital Management
Vermont
$2.27K
BHWM
622
Bay Harbor Wealth Management
Maryland
$2.27K
CPG
623
Cornerstone Planning Group
New Jersey
$2.16K
DPW
624
DiNuzzo Private Wealth
Pennsylvania
$2.09K
BIA
625
Bell Investment Advisors
California
$2.09K