624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

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

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
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
SB
676
Simmons Bank
Arkansas
ACM
677
Aster Capital Management
United Arab Emirates
ASN
678
Advisory Services Network
Georgia
Walleye Trading
679
Walleye Trading
New York
SOW
680
State of Wyoming
Wyoming
DWA
681
Dougherty Wealth Advisers
Minnesota
MG
682
Mather Group
Illinois
SC
683
Steph & Co
Wisconsin
CIAM
684
Caitong International Asset Management
Hong Kong
PS
685
Principal Securities
Iowa
WANY
686
Wealthspire Advisors (New York)
New York
ATC
687
Adirondack Trust Company
New York
NAAA
688
New Age Alpha Advisors
New York
FUBT
689
First United Bank & Trust
Maryland
GSWM
690
Golden State Wealth Management
California
GXJ
691
Global X Japan
Japan
HI
692
Harbour Investments
Wisconsin
SWP
693
Strategic Wealth Partners
Ohio
MFT
694
Moisand Fitzgerald Tamayo
Florida
ACM
695
Accent Capital Management
Ohio
CWM
696
Crowley Wealth Management
Delaware
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
PG
698
Proffitt & Goodson
Tennessee
CCM
699
Cloud Capital Management
Washington
BFS
700
Bare Financial Services
Pennsylvania