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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
HHGA
676
Halbert Hargrove Global Advisors
California
$434 +$423 +2 New
MCM
677
MV Capital Management
Maryland
$227
RPA
678
Redwood Park Advisors
California
$227
TFM
679
TFC Financial Management
Massachusetts
$227
CFM
680
Compass Financial Management
Florida
$227 +$212 +1 New
MCA
681
Maryland Capital Advisors
Maryland
$227 +$212 +1 New
PS
682
Planning Strategies
Pennsylvania
$227 +$212 +1 New
VanEck Associates
683
VanEck Associates
New York
-$178M -936,800 Closed
State Farm Mutual Automobile Insurance
684
State Farm Mutual Automobile Insurance
Illinois
-$61.9M -326,330 Closed
RGC
685
Regents Gate Capital
United Kingdom
-$24.7M -130,389 Closed
ECM
686
ExodusPoint Capital Management
New York
-$20.7M -108,973 Closed
JGC
687
J. Goldman & Co
New York
-$16.6M -87,835 Closed
CCP
688
Clarkston Capital Partners
Michigan
-$6.87M -36,260 Closed
TAF
689
Tredje AP-fonden
Sweden
-$6.48M -34,175 Closed
CCIA
690
Campbell & Co Investment Adviser
Maryland
-$5.64M -29,757 Closed
IPAM
691
ICICI Prudential Asset Management
India
-$5.45M -28,741 Closed
ACM
692
Aquatic Capital Management
Illinois
-$5.4M -28,492 Closed
TM
693
Taproot Management
New York
-$5.38M -28,398 Closed
Voloridge Investment Management
694
Voloridge Investment Management
Florida
-$5.34M -28,162 Closed
KJHP
695
K.J. Harrison & Partners
Ontario, Canada
-$3.79M -20,000 Closed
YIH
696
Y-Intercept (HK)
Hong Kong
-$3.64M -19,191 Closed
Connor, Clark & Lunn Investment Management (CC&L)
697
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.05M -16,073 Closed
MAM
698
Meeder Asset Management
Ohio
-$2.6M -13,704 Closed
AI
699
Atom Investors
Texas
-$2.57M -13,539 Closed
QCM
700
Qsemble Capital Management
New York
-$2.24M -11,795 Closed

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.