We are live on ! Find out more

683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
651
IMG Wealth Management
Florida
$1.14K
NRG
652
Nemes Rush Group
Michigan
$1.14K
WETS
653
Wealth Enhancement Trust Services
South Dakota
$1.14K
BFPW
654
BOK Financial Private Wealth
Colorado
$1.14K +$1.06K +5 New
SGFG
655
Silver Grove Financial Group
New York
$1.14K +$1.06K +5 New
IAIM
656
International Assets Investment Management
Florida
$1.13K +$635 +3 +150%
CAL
657
Capital Advisors Ltd
Ohio
$1K
1CP
658
1015 Capital Partners
Pennsylvania
$908
CWP
659
Clark Wealth Partners
Illinois
$908
DF
660
Dunhill Financial
United Kingdom
$785
AT
661
Arlington Trust
Alabama
$681
HWP
662
Highline Wealth Partners
California
$681
VWA
663
Valued Wealth Advisors
Utah
$681
HI
664
Harbour Investments
Wisconsin
$681 +$212 +1 +50%
BWS
665
Buck Wealth Strategies
Colorado
$681 +$635 +3 New
CA
666
CoreCap Advisors
Michigan
$681 +$635 +3 New
TCA
667
Trifecta Capital Advisors
Illinois
$681 +$635 +3 New
B
668
Birchbrook
Maine
$535
BWL
669
Bogart Wealth LLC
Virginia
$454 -$212 -1 -33%
ACA
670
American Capital Advisory
Idaho
$454
CT
671
Colonial Trust
South Carolina
$454
SA
672
Seneschal Advisors
Washington
$454
SEP
673
Signature Equity Partners
Ohio
$454 +$212 +1 +100%
M
674
MOTCO
Texas
$454 +$423 +2 New
DF
675
DecisionPoint Financial
Arizona
$450 +$423 +2 New

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.