620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
676
State of Wyoming
Wyoming
DWA
677
Dougherty Wealth Advisers
Minnesota
MG
678
Mather Group
Illinois
SC
679
Steph & Co
Wisconsin
CIAM
680
Caitong International Asset Management
Hong Kong
PS
681
Principal Securities
Iowa
WANY
682
Wealthspire Advisors (New York)
New York
ATC
683
Adirondack Trust Company
New York
NAAA
684
New Age Alpha Advisors
New York
GSWM
685
Golden State Wealth Management
California
FUBT
686
First United Bank & Trust
Maryland
GXJ
687
Global X Japan
Japan
HI
688
Harbour Investments
Wisconsin
MFT
689
Moisand Fitzgerald Tamayo
Florida
ACM
690
Accent Capital Management
Ohio
CWM
691
Crowley Wealth Management
Delaware
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
PG
693
Proffitt & Goodson
Tennessee
CCM
694
Cloud Capital Management
Washington
BFS
695
Bare Financial Services
Pennsylvania
STB
696
S&T Bank
Pennsylvania
MPW
697
MASECO Private Wealth
TIM
698
Tortoise Investment Management
New York
RA
699
Rise Advisors
New York
SIS
700
Sound Income Strategies
Florida