We are live on ! Find out more

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
Holders
671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
701
AssuredPartners Investment Advisors
Florida
Capstone Investment Advisors
702
Capstone Investment Advisors
New York
FFP
703
FourThought Financial Partners
Florida
DC
704
Davenport & Co
Virginia
MIA
705
MeadowBrook Investment Advisors
Michigan
HP
706
Havemeyer Place
Connecticut
BDL
707
Banque de Luxembourg
Luxembourg
CPBTD
708
Central Pacific Bank - Trust Division
Hawaii
KAS
709
Kestra Advisory Services
Texas
TPBG
710
Turning Point Benefit Group
Maryland
SIM
711
Sentry Investment Management
Wisconsin
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
IUHSA
713
Itau Unibanco Holding S.A.
Brazil
BOTPPF
714
Board of the Pension Protection Fund
United Kingdom
T. Rowe Price Investment Management
715
T. Rowe Price Investment Management
Maryland
FAMI
716
Fideuram Asset Management (Ireland)
EW
717
Elyxium Wealth
California
HHMI
718
Howard Hughes Medical Institute
Maryland
IIM
719
IFC & Insurance Marketing
California
WWA
720
Wealth Watch Advisors
Colorado
TF
721
Tompkins Financial
New York
RJA
722
Ross\Johnson & Associates
Minnesota
SRCM
723
Signature Resources Capital Management
California
A
724
AlphaQuest
New York
ECA
725
Elevated Capital Advisors
Utah