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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
HT
676
Headlands Technologies
Illinois
-$118K -652 Closed
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$98.6K -545 Closed
MG
678
Mather Group
Illinois
-$87.8K -485 Closed
QC
679
Quent Capital
New York
-$78.2K -432 Closed
QPBE
680
Quintet Private Bank (Europe)
Luxembourg
-$63.2K -349 Closed
SW
681
SVB Wealth
Massachusetts
-$56.3K -311 Closed
WPA
682
West Paces Advisors
Georgia
-$56.1K -310 Closed
PCM
683
Perritt Capital Management
Illinois
-$45.8K -253 Closed
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
-$27.1K -150 Closed
T
685
TOBAM
France
-$20K -110 Closed
EPAM
686
Evelyn Partners Asset Management
-$16.3K -90 Closed
FIA
687
FNY Investment Advisers
New York
-$9K -53 Closed
AWM
688
Abound Wealth Management
Tennessee
-$9.05K -50 Closed
BWAM
689
Boyd Watterson Asset Management
Ohio
-$9.05K -50 Closed
MAM
690
Meeder Asset Management
Ohio
-$7.96K -44 Closed
GFPC
691
Global Financial Private Client
Florida
-$7.42K -41 Closed
MEG
692
Millstone Evans Group
Colorado
-$5.61K -31 Closed
HDIM
693
Hanson & Doremus Investment Management
Vermont
-$5K -30 Closed
SCB
694
Saudi Central Bank
Saudi Arabia
-$5.43K -30 Closed
SIM
695
Synergy Investment Management
Florida
-$5.47K -30 Closed
MSWM
696
Mowery & Schoenfeld Wealth Management
Illinois
-$3.08K -17 Closed
DJSG
697
D.J. St. Germain
Massachusetts
-$2.71K -15 Closed
HCP
698
Hexagon Capital Partners
Arkansas
-$2.71K -15 Closed
FCAS
699
First Command Advisory Services
Texas
-$1.27K -7 Closed
GP
700
Greenline Partners
New York
-$1.27K -7 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.