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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
676
Gen-Wealth Partners
Michigan
-$260K -1,481 Closed
HAG
677
HighPoint Advisor Group
Illinois
-$248K -1,414 Closed
BEI
678
Benjamin Edwards Inc
Missouri
-$246K -1,403 Closed
ATC
679
Argent Trust Co
Tennessee
-$245K -1,398 Closed
MPM
680
MBB Public Markets
Illinois
-$244K -1,389 Closed
MM
681
MQS Management
New York
-$241K -1,372 Closed
SRL
682
Scientech Research LLC
New Jersey
-$239K -1,359 Closed
PTC
683
Petrus Trust Company
Texas
-$238K -1,355 Closed
TBT
684
Texas Bank & Trust
Texas
-$237K -1,350 Closed
Envestnet Portfolio Solutions
685
Envestnet Portfolio Solutions
Illinois
-$230K -1,307 Closed
EI
686
Ethic Inc
New York
-$225K -1,278 Closed
Commonwealth Equity Services
687
Commonwealth Equity Services
Massachusetts
-$216K -1,232 Closed
QL
688
Quarry LP
New York
-$213K -1,215 Closed
AMCA
689
Arthur M. Cohen & Associates
Illinois
-$211K -1,200 Closed
Janney Montgomery Scott
690
Janney Montgomery Scott
Pennsylvania
-$210K -1,194 Closed
PI
691
PFG Investments
New York
-$209K -1,190 Closed
OAM
692
Oxford Asset Management
United Kingdom
-$202K -1,152 Closed
Walleye Capital
693
Walleye Capital
New York
-$166K -945 Closed
BIG
694
Brooklyn Investment Group
New York
-$89.4K -509 Closed
IIM
695
Intact Investment Management
Quebec, Canada
-$70.2K -400 Closed
WSFS
696
Wilmington Savings Fund Society
Delaware
-$66.9K -381 Closed
TSMHT
697
Thurston Springer Miller Herd & Titak
Indiana
-$25.1K -143 Closed
NC
698
NewSquare Capital
Pennsylvania
-$17.9K -102 Closed
CFO
699
CVA Family Office
Colorado
-$8.25K -47 Closed
CA
700
CoreCap Advisors
Michigan
-$5.27K -30 Closed