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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$47M -$26.4M -156,379 -35%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$44.5M -$4.93M -29,183 -10%
RS
53
Robeco Schweiz
Switzerland
$44.1M +$5.7M +33,752 +14%
Millennium Management
54
Millennium Management
New York
$44M -$57.4M -339,639 -56%
PFM
55
Premier Fund Managers
United Kingdom
$42.5M -$6.71M -39,727 -13%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$41.3M +$650K +3,847 +2%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$40.8M +$28.5M +168,678 +205%
MC
58
Maren Capital
Illinois
$40.5M +$2.18M +12,908 +5%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$39.8M +$29.6M +175,290 +253%
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$38.7M -$62.3M -368,940 -61%
Corient Private Wealth
61
Corient Private Wealth
Florida
$36.3M +$180K +1,066 +0.5%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$36M +$9.68M +57,300 +35%
BAMCO Inc
63
BAMCO Inc
New York
$35.6M -$349K -2,069 -0.9%
Swiss National Bank
64
Swiss National Bank
Switzerland
$35.4M -$1.72M -10,200 -4%
Brown Advisory
65
Brown Advisory
Maryland
$32.4M -$1.57M -9,310 -4%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$31.6M +$14M +82,818 +75%
GF
67
Gabelli Funds
New York
$31.1M -$422K -2,500 -1%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$29.1M -$953K -5,644 -3%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$28.4M +$215K +1,273 +0.7%
GI
70
GAMCO Investors
Connecticut
$28.4M -$127K -750 -0.4%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$28M -$796K -4,712 -3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$27.8M -$1.24M -7,314 -4%
Renaissance Technologies
73
Renaissance Technologies
New York
$27.7M +$27.3M +161,900 +1,899%
EPIM
74
Evelyn Partners Investment Management
$27.6M -$1.23M -7,274 -4%
N
75
Nuveen
North Carolina
$26.5M -$137K -814 -0.5%