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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$355M
2
Fundsmith LLP
2
Fundsmith LLP
United Kingdom
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.67M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$543K
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Sone Capital Management
New York
$29.9M +$29.9M +165,226 New
TD Asset Management
77
TD Asset Management
Ontario, Canada
$29.6M +$897K +4,957 +3%
EPIM
78
Evelyn Partners Investment Management
$29.6M +$29.6M +125,908 New
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$29.1M -$286K -1,767 -1%
Fidelity International
80
Fidelity International
Bermuda
$28.8M -$486K -2,685 -2%
NL
81
Nuveen LLC
North Carolina
$27.8M +$27.8M +153,585 New
AWM
82
AE Wealth Management
Kansas
$26.6M +$172K +953 +0.7%
Two Sigma Investments
83
Two Sigma Investments
New York
$25M -$4.3M -23,772 -15%
AV
84
ASR Vermogensbeheer
Netherlands
$25M +$25M +137,916 New
Comerica Bank
85
Comerica Bank
Texas
$24.6M +$5.38M +29,702 +28%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$24M +$3.11M +17,202 +15%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$23.9M +$15.2M +83,718 +174%
DDC
88
DF Dent & Co
Maryland
$23.5M -$2.51M -13,878 -10%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$23.3M -$557K -3,079 -2%
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
$22.6M +$2.51M +13,881 +13%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$21.9M +$2.14M +11,816 +11%
NEI
92
Northwest & Ethical Investments
Ontario, Canada
$20.9M +$3.55M +19,606 +20%
Canada Life
93
Canada Life
Manitoba, Canada
$20.8M +$7M +38,630 +51%
SFM
94
Soros Fund Management
New York
$19.8M +$14.2M +78,704 +258%
BNP Paribas Asset Management
95
BNP Paribas Asset Management
France
$18.6M -$703K -3,883 -4%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$18.6M -$5.03M -27,816 -21%
Raymond James Financial
97
Raymond James Financial
Florida
$18.6M -$12M -66,236 -39%
DekaBank Deutsche Girozentrale
98
DekaBank Deutsche Girozentrale
Germany
$18.4M -$1.75M -9,810 -9%
GCM
99
Geneva Capital Management
Wisconsin
$18.2M -$1.61M -8,912 -8%
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$18.2M -$38.4M -212,269 -68%
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4
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