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IDEX
IEX

Overview Fund Activity

628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$914M
2
Millennium Management
Millennium Management
New York
$88.2M
3
Morgan Stanley
Morgan Stanley
New York
$572M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$49.8M
5
Amundi
Amundi
France
$221M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$355M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
3
Citadel Advisors
Citadel Advisors
Florida
$2.67M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$543K
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Primecap Management
51
Primecap Management
California
$49.6M -$1.69M -9,320 -3%
BTW
52
Boston Trust Walden
Massachusetts
$49.3M +$7.32M +40,460 +17%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$49M +$3.67M +20,303 +8%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$48.8M +$12.9M +71,179 +36%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$47.3M -$10M -55,400 -17%
MC
56
Maren Capital
Illinois
$44.7M -$231K -1,279 -0.5%
DRZID
57
DePrince Race & Zollo Inc (DRZ)
Florida
$44.5M +$18.1M +100,147 +69%
MPIA
58
Mountain Pacific Investment Advisers
Idaho
$43.8M -$366K -2,024 -0.8%
Brown Advisory
59
Brown Advisory
Maryland
$42.8M -$2.02M -11,189 -5%
Axa
60
Axa
France
$42.5M -$6.27M -34,634 -13%
WAM
61
Weiss Asset Management
Massachusetts
$41.7M +$36.8M +203,262 +751%
Corient Private Wealth
62
Corient Private Wealth
Florida
$41.6M -$4.83M -26,664 -10%
Voloridge Investment Management
63
Voloridge Investment Management
Florida
$41.2M +$13.5M +74,602 +49%
BAMCO Inc
64
BAMCO Inc
New York
$40.4M -$7.05M -38,970 -15%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$38.9M +$3.71M +20,515 +11%
Swiss National Bank
66
Swiss National Bank
Switzerland
$38.7M -$54.3K -300 -0.1%
GF
67
Gabelli Funds
New York
$35.6M -$796K -4,400 -2%
PC
68
Port Capital
Illinois
$32.6M -$2.56M -14,160 -7%
IP
69
Interval Partners
New York
$32.5M +$32.5M +179,779 New
SEI Investments
70
SEI Investments
Pennsylvania
$32.3M +$7.35M +40,641 +30%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$32M +$9.41M +51,996 +42%
GI
72
GAMCO Investors
Connecticut
$31.8M -$377K -2,085 -1%
Ameriprise
73
Ameriprise
Minnesota
$31.7M -$9.03M -49,905 -22%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$31.3M +$114K +631 +0.4%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$31.1M +$1.8M +9,940 +6%
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