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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 %
EAM
101
Eventide Asset Management
Massachusetts
$17.9M +$3.44M +19,014 +24%
Assenagon Asset Management
102
Assenagon Asset Management
Luxembourg
$17.4M +$4.98M +27,501 +40%
NI
103
Nuance Investments
Missouri
$17.2M -$2.54M -14,013 -13%
BDLIB
104
Banque de Luxembourg Investments (BLI)
Luxembourg
$17.2M +$181K +1,000 +1%
TAM
105
Thematics Asset Management
France
$16.9M – – –
AllianceBernstein
106
AllianceBernstein
Tennessee
$16.4M -$471K -2,605 -3%
Principal Financial Group
107
Principal Financial Group
Iowa
$16.1M +$9.23K +51 +0.1%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$15.9M -$4.35M -24,043 -22%
NC
109
Nicholas Company
Wisconsin
$15.7M – – –
HIC
110
Harvey Investment Company
Kentucky
$14.8M – – –
Citigroup
111
Citigroup
New York
$14.4M +$5.66M +31,256 +64%
CRC
112
Curi RMB Capital
Illinois
$14.3M -$1.68M -9,294 -10%
Holocene Advisors
113
Holocene Advisors
New York
$14.1M +$5.98M +33,017 +73%
STCG
114
Speece Thorson Capital Group
Minnesota
$13.9M +$5.13M +28,343 +59%
AI
115
Atom Investors
Texas
$12.8M +$5.57M +30,790 +77%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$12.5M +$12.5M +69,086 New
CS
117
Candriam SCA
Luxembourg
$12.1M -$1.9M -10,505 -14%
QT
118
Quantbot Technologies
New York
$11.7M +$9.65M +53,343 +480%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$11.2M – – –
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$10.7M -$2.34M -12,906 -18%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$10.4M +$3.92M +21,686 +60%
Aberdeen Group
122
Aberdeen Group
United Kingdom
$10.3M +$1.36M +7,603 +15%
RGC
123
Regents Gate Capital
United Kingdom
$10.2M +$10.2M +56,455 New
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$10.1M +$6.84M +37,802 +212%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$10.1M -$2.68M -14,826 -21%
3 4
5
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