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IDEX
IEX

Overview Fund Activity

628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$914M
2
Millennium Management
Millennium Management
New York
$88.2M
3
Morgan Stanley
Morgan Stanley
New York
$572M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$49.8M
5
Amundi
Amundi
France
$221M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$355M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
3
Citadel Advisors
Citadel Advisors
Florida
$2.67M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$543K
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
626
Halbert Hargrove Global Advisors
California
$181 +$181 +1 New
A
627
AlphaQuest
New York
$181 +$181 +1 New
PWA
628
Principia Wealth Advisory
Texas
$174 – – –
Norges Bank
629
Norges Bank
Norway
– -$218M -1,039,983 Closed
Fundsmith LLP
630
Fundsmith LLP
United Kingdom
– -$75.9M -362,501 Closed
Capital World Investors
631
Capital World Investors
California
– -$41.9M -200,000 Closed
CVA
632
Ceredex Value Advisors
Florida
– -$27.9M -133,200 Closed
MCM
633
Moore Capital Management
New York
– -$12.9M -61,542 Closed
MAM
634
Montanaro Asset Management
United Kingdom
– -$9.42M -45,000 Closed
GCM
635
Graham Capital Management
Connecticut
– -$4.25M -20,300 Closed
FHB
636
First Hawaiian Bank
Hawaii
– -$2.51M -11,970 Closed
Man Group
637
Man Group
United Kingdom
– -$1.72M -8,223 Closed
LIP
638
Lighthouse Investment Partners
Florida
– -$1.36M -6,500 Closed
FCM
639
Fourpath Capital Management
Oklahoma
– -$1.33M -6,354 Closed
BMM
640
Buffington Mohr McNeal
Idaho
– -$1.08M -5,137 Closed
1C
641
111 Capital
France
– -$1.02M -4,854 Closed
Capstone Investment Advisors
642
Capstone Investment Advisors
New York
– -$973K -4,650 Closed
Tudor Investment Corp
643
Tudor Investment Corp
Connecticut
– -$812K -3,881 Closed
QC
644
Quadrature Capital
United Kingdom
– -$606K -2,896 Closed
MCCP
645
Mission Creek Capital Partners
California
– -$434K -2,072 Closed
CCM
646
Cinctive Capital Management
New York
– -$419K -2,000 Closed
PCM
647
Prelude Capital Management
New York
– -$406K -1,941 Closed
HBT
648
Heartland Bank & Trust
Illinois
– -$333K -1,592 Closed
BWG
649
Berry Wealth Group
Texas
– -$323K -1,542 Closed
TWC
650
TD Waterhouse Canada
Ontario, Canada
– -$314K -1,500 Closed
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