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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
PP
651
Paloma Partners
Connecticut
-$2.08M -11,500 Closed
American Century Companies
652
American Century Companies
Missouri
-$1.52M -8,421 Closed
ECM
653
ExodusPoint Capital Management
New York
-$1.51M -8,365 Closed
IMRF
654
Illinois Municipal Retirement Fund
Illinois
-$1.45M -8,015 Closed
FGP
655
Freestone Grove Partners
California
-$1.02M -5,645 Closed
Nomura Holdings
656
Nomura Holdings
Japan
-$945K -5,224 Closed
IG
657
ING Group
Netherlands
-$938K -5,183 Closed
AC
658
Allstate Corporation
Illinois
-$850K -4,699 Closed
AIM
659
Aigen Investment Management
New York
-$825K -4,559 Closed
CL
660
Choreo LLC
Illinois
-$665K -3,675 Closed
GS
661
GTS Securities
New York
-$431K -2,382 Closed
LCM
662
LRT Capital Management
Texas
-$398K -2,202 Closed
AIA
663
AssuredPartners Investment Advisors
Florida
-$368K -2,032 Closed
SAW
664
Signal Advisors Wealth
Michigan
-$334K -1,848 Closed
RS
665
R Squared
Hong Kong
-$317K -1,750 Closed
SWP
666
Stratos Wealth Partners
Ohio
-$300K -1,657 Closed
OTPPB
667
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$298K -1,647 Closed
USAA
668
United Services Automobile Association
Texas
-$281K -1,551 Closed
MHIC
669
Marble Harbor Investment Counsel
Massachusetts
-$231K -1,275 Closed
TC
670
TownSquare Capital
Utah
-$226K -1,248 Closed
AWM
671
Apollon Wealth Management
South Carolina
-$224K -1,235 Closed
SIAG
672
Safeguard Investment Advisory Group
California
-$213K -1,173 Closed
GIA
673
Gateway Investment Advisers
Ohio
-$203K -1,123 Closed
FBT
674
First Bank & Trust
South Dakota
-$202K -1,114 Closed
SIM
675
Studio Investment Management
Illinois
-$190K -1,048 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.