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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$72.6M +$27.6M +130,591 +69%
DRZID
52
DePrince Race & Zollo Inc (DRZ)
Florida
$68.8M -$9.81M -46,389 -13%
SSA
53
Schonfeld Strategic Advisors
New York
$66.2M -$26.2M -123,928 -30%
Barclays
54
Barclays
United Kingdom
$63.8M -$13.7M -64,540 -19%
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$61.1M +$20.6M +97,327 +57%
AQR Capital Management
56
AQR Capital Management
Connecticut
$58.2M +$164K +775 +0.3%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$57.7M -$4.43M -20,954 -8%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$57.3M -$512K -2,420 -0.9%
WIM
59
Weitz Investment Management
Nebraska
$57.3M -$2.52M -11,900 -5%
EP
60
Evelyn Partners
$56.9M +$53.1M +250,896 New
JIC
61
Johnson Investment Counsel
Ohio
$53.7M -$1.53M -7,244 -3%
Nuveen
62
Nuveen
North Carolina
$49.5M -$597K -2,824 -1%
Corient Private Wealth
63
Corient Private Wealth
Florida
$48.9M -$4.17M -19,707 -8%
QCM
64
Quantinno Capital Management
New York
$48.6M +$21.1M +99,635 +87%
Swiss National Bank
65
Swiss National Bank
Switzerland
$47.5M -$2.16M -10,200 -5%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$47.1M +$8.29M +39,207 +23%
Renaissance Technologies
67
Renaissance Technologies
New York
$42.1M +$21.3M +100,800 +119%
Zurich Cantonal Bank
68
Zurich Cantonal Bank
Switzerland
$41.4M +$11.3M +53,347 +41%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$41.1M +$10.2M +48,249 +36%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$41.1M +$3M +14,188 +9%
HF
71
HRT Financial
New York
$40.6M +$17.2M +81,219 +83%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$40.6M -$4.64M -21,922 -11%
CIP
73
Champlain Investment Partners
Vermont
$40.5M -$97.7M -461,735 -72%
GF
74
Gabelli Funds
New York
$40M
Allianz Asset Management
75
Allianz Asset Management
Germany
$39.8M

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.