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671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
101
Curi RMB Capital
Illinois
$19.7M +$370K +1,876 +2%
EAM
102
Eventide Asset Management
Massachusetts
$19.1M +$347K +1,758 +2%
HF
103
HRT Financial
New York
$18.5M +$19.3M +97,777 New
SEI Investments
104
SEI Investments
Pennsylvania
$18.4M -$1.26M -6,378 -6%
GCM
105
Geneva Capital Management
Wisconsin
$17.8M -$822K -4,165 -4%
RGC
106
Redwood Grove Capital
California
$17.5M
BNP Paribas Asset Management
107
BNP Paribas Asset Management
France
$17.1M -$762K -3,858 -4%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$17M -$1.31M -6,645 -7%
Principal Financial Group
109
Principal Financial Group
Iowa
$16.7M +$801K +4,060 +5%
SJIC
110
St. James Investment Company
Texas
$16.7M +$6.06M +30,680 +53%
Ameriprise
111
Ameriprise
Minnesota
$16.7M -$7.45M -37,746 -30%
JGC
112
J. Goldman & Co
New York
$16.6M +$17.3M +87,835 New
Citigroup
113
Citigroup
New York
$16.4M -$6.9M -34,960 -29%
Renaissance Technologies
114
Renaissance Technologies
New York
$16M +$16.7M +84,525 New
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$15.9M +$648K +3,284 +4%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$15.5M
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$15.4M +$14.6M +73,710 +953%
STCG
118
Speece Thorson Capital Group
Minnesota
$15.2M -$994K -5,034 -6%
AllianceBernstein
119
AllianceBernstein
Tennessee
$15.1M -$1.12M -5,652 -6%
AAMU
120
AEGON Asset Management (UK)
United Kingdom
$14.7M +$3.3M +16,703 +27%
CC
121
Congruence Capital
California
$14.6M -$3.7M -18,734 -20%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$14M +$7.93M +40,152 +119%
DB
123
Danske Bank
Denmark
$13.9M -$59.2K -300 -0.4%
LP
124
Longaeva Partners
Illinois
$13.8M +$14.4M +72,952 New
Adage Capital Partners
125
Adage Capital Partners
Massachusetts
$12.7M -$40.8M -206,690 -76%