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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
HP
726
Hartree Partners
New York
-$265K -1,400 Closed
PFM
727
Patton Fund Management
Texas
-$241K -1,273 Closed
LGF
728
LGT Group Foundation
Liechtenstein
-$241K -1,272 Closed
KF
729
Krilogy Financial
Missouri
-$217K -1,081 Closed
CAU
730
Caxton Associates (UK)
-$204K -1,075 Closed
AGWCA
731
Annis Gardner Whiting Capital Advisors
Florida
-$80K -422 Closed
PCM
732
Penserra Capital Management
California
-$79K -420 Closed
ASN
733
Advisory Services Network
Georgia
-$73K -385 Closed
DWP
734
Destiny Wealth Partners
Florida
-$69.2K -365 Closed
UBP
735
Union Bancaire Privee
Switzerland
-$36.8K -265 Closed
VIS
736
Vega Investment Solutions
France
-$43.6K -230 Closed
RFP
737
Root Financial Partners
California
-$39.4K -208 Closed
Vanguard National Trust
738
Vanguard National Trust
Pennsylvania
-$32.8K -173 Closed
DIP
739
DT Investment Partners
Pennsylvania
-$25.8K -136 Closed
MCM
740
MAI Capital Management
Ohio
-$23.3K -123 Closed
LSA
741
Leonteq Securities AG
Switzerland
-$22.2K -117 Closed
RS
742
Rakuten Securities
Japan
-$19.5K -103 Closed
TFIPS
743
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$19K -100 Closed
TPWA
744
Twin Peaks Wealth Advisors
California
-$8.34K -44 Closed
GSEP
745
Golden State Equity Partners
California
-$3.98K -21 Closed
RCM
746
Richardson Capital Management
Wisconsin
-$2.08K -11 Closed
AP
747
Aspect Partners
Virginia
-$1.9K -10 Closed
LAS
748
Lloyd Advisory Services
Georgia
-$1.97K -10 Closed
BC
749
Bayforest Capital
United Kingdom
-$1.14K -6 Closed
VWM
750
Vermillion Wealth Management
Minnesota
-$1.14K -6 Closed

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.