629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
51
Johnson Investment Counsel
Ohio
$54.6M +$3.6M +20,481 +7%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$53.2M +$200K +1,137 +0.4%
PFM
53
Premier Fund Managers
United Kingdom
$53.1M +$210K +1,193 +0.4%
DRZID
54
DePrince Race & Zollo Inc (DRZ)
Florida
$52.2M +$9.02M +51,354 +21%
Squarepoint
55
Squarepoint
New York
$46.4M +$40.1M +228,525 +635%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$43.9M -$6.34M -36,110 -13%
MPIA
57
Mountain Pacific Investment Advisers
Idaho
$42.4M -$139K -792 -0.3%
RS
58
Robeco Schweiz
Switzerland
$41.7M -$7.1M -40,442 -15%
MC
59
Maren Capital
Illinois
$41.4M -$1.9M -10,837 -4%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$40.7M +$718K +4,091 +2%
SCM
61
Sone Capital Management
New York
$40M +$11M +62,866 +38%
Swiss National Bank
62
Swiss National Bank
Switzerland
$40M +$2.53M +14,400 +7%
Corient Private Wealth
63
Corient Private Wealth
Florida
$39.4M -$1M -5,711 -2%
BAMCO Inc
64
BAMCO Inc
New York
$38.8M -$351K -2,000 -0.9%
Brown Advisory
65
Brown Advisory
Maryland
$36.5M -$5.02M -28,592 -12%
GF
66
Gabelli Funds
New York
$34M -$614K -3,500 -2%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$32.4M -$5.37M -30,599 -14%
PC
68
Port Capital
Illinois
$31.9M +$255K +1,455 +0.8%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$31.2M +$1.03M +5,870 +3%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$31.1M -$439K -2,503 -1%
GI
71
GAMCO Investors
Connecticut
$30.8M -$130K -742 -0.4%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$30.4M +$99.4K +566 +0.3%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$30.1M +$6.95M +39,612 +30%
NL
74
Nuveen LLC
North Carolina
$28.8M +$1.81M +10,285 +7%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$28.7M -$17.2M -97,700 -37%