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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
MCM
626
Manchester Capital Management
Vermont
$2.27K
PWA
627
Physician Wealth Advisors
Utah
$2.27K
BHWM
628
Bay Harbor Wealth Management
Maryland
$2.27K
CPG
629
Cornerstone Planning Group
New Jersey
$2.16K
DPW
630
DiNuzzo Private Wealth
Pennsylvania
$2.09K
BIA
631
Bell Investment Advisors
California
$2.09K
RCM
632
Richardson Capital Management
Wisconsin
$2.08K
VNA
633
Valley National Advisers
Pennsylvania
$2K
KFG
634
Kingdom Financial Group
Arizona
$1.97K
LAS
635
Lloyd Advisory Services
Georgia
$1.97K
AP
636
Aspect Partners
Virginia
$1.9K
ADL
637
Asset Dedication LLC
California
$1.9K
KG
638
Kilter Group
New York
$1.9K
YDMI
639
Y.D. More Investments
Israel
$1.54K
AAP
640
Arax Advisory Partners
Colorado
$1.53K
BH
641
Burk Holdings
Oklahoma
$1.52K
NA
642
Networth Advisors
Pennsylvania
$1.33K
BC
643
Bayforest Capital
United Kingdom
$1.14K
VWM
644
Vermillion Wealth Management
Minnesota
$1.14K
CAL
645
Capital Advisors Ltd
Ohio
$1K
AW
646
Avion Wealth
Texas
$1K
NRG
647
Nemes Rush Group
Michigan
$948
WETS
648
Wealth Enhancement Trust Services
South Dakota
$948
HIA
649
HFM Investment Advisors
New Jersey
$948
IWM
650
IMG Wealth Management
Florida
$948