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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
601
LRI Investments
Florida
$9.3K +$1.06K +5 +14%
JWA
602
JFS Wealth Advisors
Pennsylvania
$8.85K +$846 +4 +11%
IRC
603
Investors Research Corp
Georgia
$8.85K
MIM
604
MTM Investment Management
South Carolina
$8.85K
SFCL
605
Strengthening Families & Communities LLC
Massachusetts
$8.51K
SIM
606
Synergy Investment Management
Florida
$8.25K +$3.6K +17 +89%
HWA
607
Heritage Wealth Advisors
Virginia
$7.94K
SL
608
Salomon & Ludwin
Virginia
$7.65K
TAP
609
Tounjian Advisory Partners
Florida
$7.33K +$6.77K +32 New
BWA
610
Basecamp Wealth Advisors
Washington
$7.04K
PGAM
611
Princeton Global Asset Management
New Jersey
$7.04K
CA
612
Crewe Advisors
Utah
$6.81K
BGAI
613
Bruce G. Allen Investments
Colorado
$6.13K
RWM
614
Rialto Wealth Management
New York
$5.9K +$2.54K +12 +86%
FMP
615
Financial Management Professionals
Texas
$5.67K +$423 +2 +9%
NA
616
NewEdge Advisors
Louisiana
$5.45K -$846 -4 -14%
PWMG
617
Prestige Wealth Management Group
New Jersey
$5.45K
PC
618
Pier Capital
Connecticut
$4.99K +$1.48K +7 +47%
CMA
619
Cedar Mountain Advisors
Oregon
$4.77K
CFM
620
Cornerstone Financial Management
Massachusetts
$4.77K
SSG
621
Summit Securities Group
New York
$4.77K +$1.9K +9 +75%
RWM
622
Raffa Wealth Management
District of Columbia
$4.54K +$1.27K +6 +43%
CFD
623
Creative Financial Designs
Indiana
$4.31K
HIA
624
Harbor Investment Advisory
Maryland
$4.31K
SS
625
SBI Securities
Japan
$3.86K

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.