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
RCM
626
Richardson Capital Management
Wisconsin
$2.08K
VNA
627
Valley National Advisers
Pennsylvania
$2K
KFG
628
Kingdom Financial Group
Arizona
$1.97K
LAS
629
Lloyd Advisory Services
Georgia
$1.97K
AP
630
Aspect Partners
Virginia
$1.9K
KG
631
Kilter Group
New York
$1.9K
YDMI
632
Y.D. More Investments
Israel
$1.54K
AAP
633
Arax Advisory Partners
Colorado
$1.53K
BH
634
Burk Holdings
Oklahoma
$1.52K
NA
635
Networth Advisors
Pennsylvania
$1.33K
VWM
636
Vermillion Wealth Management
Minnesota
$1.14K
BC
637
Bayforest Capital
United Kingdom
$1.14K
CAL
638
Capital Advisors Ltd
Ohio
$1K
AW
639
Avion Wealth
Texas
$1K
NRG
640
Nemes Rush Group
Michigan
$948
WETS
641
Wealth Enhancement Trust Services
South Dakota
$948
HIA
642
HFM Investment Advisors
New Jersey
$948
IWM
643
IMG Wealth Management
Florida
$948
CWP
644
Clark Wealth Partners
Illinois
$759
1CP
645
1015 Capital Partners
Pennsylvania
$758
DF
646
Dunhill Financial
United Kingdom
$746
VWA
647
Valued Wealth Advisors
Utah
$569
BWL
648
Bogart Wealth LLC
Virginia
$569
HWP
649
Highline Wealth Partners
California
$569
SWM
650
SHP Wealth Management
Massachusetts
$569