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
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
651
Private Advisor Group
New Jersey
-$269K -1,286 Closed
RC
652
Rovin Capital
Arizona
-$263K -1,258 Closed
GC
653
Guggenheim Capital
Illinois
-$263K -1,256 Closed
BFG
654
Bleakley Financial Group
New Jersey
-$254K -1,214 Closed
HWM
655
HB Wealth Management
Georgia
-$242K -1,157 Closed
JSA
656
Jacobson & Schmitt Advisors
Wisconsin
-$241K -1,151 Closed
PI
657
PineBridge Investments
New York
-$231K -1,103 Closed
SC
658
Syon Capital
California
-$225K -1,076 Closed
MYAM
659
Meiji Yasuda Asset Management
Japan
-$224K -1,070 Closed
LFM
660
LGT Fund Management
Liechtenstein
-$220K -1,050 Closed
CWM
661
Connecticut Wealth Management
Connecticut
-$214K -1,024 Closed
OR
662
Olympiad Research
Connecticut
-$212K -1,013 Closed
CCA
663
Cobblestone Capital Advisors
New York
-$212K -1,012 Closed
DP
664
Dearborn Partners
Illinois
-$209K -1,001 Closed
FRA
665
Frank Rimerman Advisors
California
-$209K -997 Closed
GD
666
Grandfield & Dodd
New York
-$206K -982 Closed
TFS
667
Thoroughbred Financial Services
Tennessee
-$205K -982 Closed
NAS
668
Nicolet Advisory Services
Wisconsin
-$202K -979 Closed
CAM
669
Claret Asset Management
Quebec, Canada
-$204K -974 Closed
NIM
670
NEOS Investment Management
Connecticut
-$202K -965 Closed
OC
671
Oarsman Capital
Wisconsin
-$187K -895 Closed
LFA
672
LGT Financial Advisors
Texas
-$166K -793 Closed
VAG
673
VisionPoint Advisory Group
Texas
-$143K -692 Closed
BTD
674
BankPlus Trust Department
Mississippi
-$123K -586 Closed
CPCPP
675
Canada Post Corporation Pension Plan
Canada
-$105K -500 Closed