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671 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, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
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
CA
601
Clearstead Advisors
Ohio
$6.26K
BWA
602
Basecamp Wealth Advisors
Washington
$5.88K
PGAM
603
Princeton Global Asset Management
New Jersey
$5.88K
CA
604
Crewe Advisors
Utah
$5.69K
NA
605
NewEdge Advisors
Louisiana
$5.31K
BGAI
606
Bruce G. Allen Investments
Colorado
$5.12K
ZBNA
607
Zions Bancorporation, National Association
Utah
$4.93K
PWMG
608
Prestige Wealth Management Group
New Jersey
$4.55K
FMP
609
Financial Management Professionals
Texas
$4.36K
SI
610
Sapience Investments
California
$4.17K
CFM
611
Cornerstone Financial Management
Massachusetts
$3.98K
CMA
612
Cedar Mountain Advisors
Oregon
$3.98K
GSEP
613
Golden State Equity Partners
California
$3.98K
SIM
614
Synergy Investment Management
Florida
$3.65K
CFD
615
Creative Financial Designs
Indiana
$3.6K
HIA
616
Harbor Investment Advisory
Maryland
$3.6K
SS
617
SBI Securities
Japan
$3.22K
DAM
618
Delta Asset Management
Tennessee
$2.84K
PC
619
Pier Capital
Connecticut
$2.84K
PWMG
620
Private Wealth Management Group
New Jersey
$2.65K
FC
621
Financial Consulate
Maryland
$2.65K
RWM
622
Rialto Wealth Management
New York
$2.65K
EWP
623
Elevation Wealth Partners
California
$2.65K
S
624
Sachetta
Massachusetts
$2.46K
SSG
625
Summit Securities Group
New York
$2.27K