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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
Goldman Sachs
51
Goldman Sachs
New York
$59.8M -$35.3M -178,775 -36%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$56.2M +$12.4M +62,972 +27%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$56M +$56.6M +286,768 +3,345%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$50.7M -$144K -731 -0.3%
WIM
55
Weitz Investment Management
Nebraska
$50.1M -$25.1M -127,175 -32%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$48.3M +$14.9M +75,485 +42%
AQR Capital Management
57
AQR Capital Management
Connecticut
$47.9M -$274K -1,386 -0.5%
JIC
58
Johnson Investment Counsel
Ohio
$46.2M +$504K +2,555 +1%
Corient Private Wealth
59
Corient Private Wealth
Florida
$44.6M -$38.9M -197,205 -46%
IP
60
Interval Partners
New York
$44.2M -$19.9M -100,592 -30%
N
61
Nuveen
North Carolina
$41.9M +$8.95M +45,343 +26%
Swiss National Bank
62
Swiss National Bank
Switzerland
$41.6M +$2.7M +13,700 +7%
FGP
63
Freestone Grove Partners
California
$41.2M +$42.9M +217,276 New
Allianz Asset Management
64
Allianz Asset Management
Germany
$39.8M +$22.6M +114,308 +120%
EPIM
65
Evelyn Partners Investment Management
$38.9M +$3.93M +19,932 +11%
SCM
66
Sone Capital Management
New York
$38.6M +$40.2M +203,824 New
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$38M -$7.23M -36,635 -15%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$35.9M +$19.2M +97,113 +105%
GF
69
Gabelli Funds
New York
$33.4M -$987K -5,000 -3%
BDLIB
70
Banque de Luxembourg Investments (BLI)
Luxembourg
$33.3M
American Century Companies
71
American Century Companies
Missouri
$33.1M -$17.4M -88,083 -34%
Luther King Capital Management (LKCM)
72
Luther King Capital Management (LKCM)
Texas
$32.6M -$2.6M -13,169 -7%
AV
73
ASR Vermogensbeheer
Netherlands
$32.5M +$48.8K +247 +0.1%
Brown Advisory
74
Brown Advisory
Maryland
$32.5M -$6.53M -33,073 -16%
CBU
75
CIBC Bancorp USA
Illinois
$32.4M +$33.7M +170,833 New