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671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
701
AssuredPartners Investment Advisors
Florida
-$269K -1,511 Closed
Capstone Investment Advisors
702
Capstone Investment Advisors
New York
-$263K -1,478 Closed
FFP
703
FourThought Financial Partners
Florida
-$262K -1,471 Closed
DC
704
Davenport & Co
Virginia
-$212K -1,194 Closed
MIA
705
MeadowBrook Investment Advisors
Michigan
-$182K -1,021 Closed
HP
706
Havemeyer Place
Connecticut
-$173K -975 Closed
BDL
707
Banque de Luxembourg
Luxembourg
-$125K -700 Closed
CPBTD
708
Central Pacific Bank - Trust Division
Hawaii
-$111K -625 Closed
KAS
709
Kestra Advisory Services
Texas
-$103K -577 Closed
TPBG
710
Turning Point Benefit Group
Maryland
-$83.8K -471 Closed
SIM
711
Sentry Investment Management
Wisconsin
-$37K -207 Closed
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
-$26.7K -150 Closed
IUHSA
713
Itau Unibanco Holding S.A.
Brazil
-$23.8K -134 Closed
BOTPPF
714
Board of the Pension Protection Fund
United Kingdom
-$17.8K -100 Closed
T. Rowe Price Investment Management
715
T. Rowe Price Investment Management
Maryland
-$8K -43 Closed
FAMI
716
Fideuram Asset Management (Ireland)
-$8.77K -42 Closed
EW
717
Elyxium Wealth
California
-$4.98K -28 Closed
HHMI
718
Howard Hughes Medical Institute
Maryland
-$2.85K -16 Closed
IIM
719
IFC & Insurance Marketing
California
-$3K -15 Closed
WWA
720
Wealth Watch Advisors
Colorado
-$2.31K -13 Closed
TF
721
Tompkins Financial
New York
-$1.96K -11 Closed
RJA
722
Ross\Johnson & Associates
Minnesota
-$534 -3 Closed
SRCM
723
Signature Resources Capital Management
California
-$534 -3 Closed
A
724
AlphaQuest
New York
-$178 -1 Closed
ECA
725
Elevated Capital Advisors
Utah
-$178 -1 Closed