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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
BI
626
Binnacle Investments
Iowa
$527
VWA
627
Valued Wealth Advisors
Utah
$527
ACA
628
American Capital Advisory
Idaho
$527 +$532 +3 New
CT
629
Clearstead Trust
Maine
$527 +$532 +3 New
DF
630
Dunhill Financial
United Kingdom
$493 -$3.01K -17 -89%
B
631
Birchbrook
Maine
$414
CA
632
Crewe Advisors
Utah
$352
QWM
633
Quaker Wealth Management
New Jersey
$352 +$355 +2 New
SC
634
Stephens Consulting
Michigan
$352 +$355 +2 New
OP
635
ORG Partners
Indiana
$180 +$177 +1 New
A
636
AlphaQuest
New York
$176
GWSG
637
GPS Wealth Strategies Group
Colorado
$176 +$177 +1 New
LFA
638
LGT Financial Advisors
Texas
$176 +$177 +1 New
CIM
639
CCLA Investment Management
United Kingdom
-$69.7M -385,624 Closed
IP
640
Interval Partners
New York
-$32.5M -179,779 Closed
Balyasny Asset Management
641
Balyasny Asset Management
Illinois
-$9.44M -52,149 Closed
WorldQuant Millennium Advisors
642
WorldQuant Millennium Advisors
New York
-$6.59M -36,413 Closed
PI
643
PGGM Investments
Netherlands
-$6.48M -35,792 Closed
JF
644
Jump Financial
Illinois
-$5.29M -29,231 Closed
CM
645
Churchill Management
California
-$3.97M -21,913 Closed
CF
646
Corebridge Financial
Texas
-$3.15M -17,399 Closed
JG
647
Jain Global
New York
-$3.12M -17,237 Closed
ECM
648
Element Capital Management
New York
-$2.67M -14,760 Closed
CCIA
649
Campbell & Co Investment Adviser
Maryland
-$2.61M -14,432 Closed
GP
650
Gallo Partners
New Jersey
-$2.21M -12,185 Closed

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.