We are live on ! Find out more

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
Fidelity International
76
Fidelity International
Bermuda
$26.5M -$36.7M -217,176 -57%
NI
77
Nuance Investments
Missouri
$26.5M +$13.9M +82,223 +102%
AV
78
ASR Vermogensbeheer
Netherlands
$26M +$3.13M +18,544 +13%
AWM
79
AE Wealth Management
Kansas
$25.9M +$1.08M +6,409 +4%
BDLIB
80
Banque de Luxembourg Investments (BLI)
Luxembourg
$25.1M +$10.4M +61,800 +66%
Universal-Beteiligungs- und Servicegesellschaft
81
Universal-Beteiligungs- und Servicegesellschaft
Germany
$25.1M +$94.1K +557 +0.4%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$25M +$2M +11,826 +8%
SEI Investments
83
SEI Investments
Pennsylvania
$24.8M +$1.47M +8,694 +6%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$24.5M +$8.59M +50,840 +51%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$24.4M -$3.65M -21,615 -13%
Comerica Bank
86
Comerica Bank
Texas
$22.8M -$331K -1,958 -1%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$22.2M -$6.25K -37 -0%
NC
88
Nicholas Company
Wisconsin
$21.6M +$4.9M +29,010 +28%
Ameriprise
89
Ameriprise
Minnesota
$20.9M -$1.64M -9,703 -7%
MPIA
90
Mountain Pacific Investment Advisers
Idaho
$19.7M -$20.3M -120,105 -50%
AQR Capital Management
91
AQR Capital Management
Connecticut
$19.2M +$13.1M +77,360 +189%
Canada Life
92
Canada Life
Manitoba, Canada
$19M +$594K +3,517 +3%
DDC
93
DF Dent & Co
Maryland
$18.9M -$2.79M -16,544 -12%
Citigroup
94
Citigroup
New York
$18.7M +$2.59M +15,309 +15%
NEI
95
Northwest & Ethical Investments
Ontario, Canada
$18.5M
DekaBank Deutsche Girozentrale
96
DekaBank Deutsche Girozentrale
Germany
$18.2M
PC
97
Port Capital
Illinois
$17.9M -$12.1M -71,644 -39%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$17.9M +$5.73M +33,899 +45%
HIC
99
Harvey Investment Company
Kentucky
$17.8M +$3.65M +21,608 +25%
TAM
100
Thematics Asset Management
France
$17.6M +$1.86M +11,000 +11%