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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$17.5M -$13.7M -77,304 -44%
Citigroup
102
Citigroup
New York
$17.4M +$3.46M +19,513 +24%
TAM
103
Thematics Asset Management
France
$17.1M +$709K +4,000 +4%
Jane Street
104
Jane Street
New York
$16.5M +$12.3M +69,623 +283%
BDLIB
105
Banque de Luxembourg Investments (BLI)
Luxembourg
$16.4M -$425K -2,400 -3%
Principal Financial Group
106
Principal Financial Group
Iowa
$16.2M +$560K +3,161 +4%
STCG
107
Speece Thorson Capital Group
Minnesota
$15.9M +$2.47M +13,917 +18%
Citadel Advisors
108
Citadel Advisors
Florida
$15.9M +$13.4M +75,703 +512%
AllianceBernstein
109
AllianceBernstein
Tennessee
$15.8M -$101K -568 -0.6%
HIC
110
Harvey Investment Company
Kentucky
$15.4M +$1.07M +6,010 +7%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$14.5M -$3.57M -20,124 -20%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$14.4M +$14.6M +82,111 New
NI
113
Nuance Investments
Missouri
$14.1M -$2.64M -14,909 -16%
Holocene Advisors
114
Holocene Advisors
New York
$14M +$249K +1,405 +2%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$13.8M -$7.49M -42,236 -35%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$13.3M +$5.49M +30,970 +69%
Raymond James Financial
117
Raymond James Financial
Florida
$13.1M -$4.95M -27,942 -27%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$12.9M +$2.56M +14,427 +24%
DCP
119
Distillate Capital Partners
Illinois
$12.5M +$12.6M +71,334 New
Adage Capital Partners
120
Adage Capital Partners
Massachusetts
$12.1M +$17.7K +100 +0.1%
RGC
121
Regents Gate Capital
United Kingdom
$12.1M +$2.24M +12,655 +22%
CS
122
Candriam SCA
Luxembourg
$11.5M -$175K -985 -1%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$11.4M +$1.3M +7,314 +13%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$11.3M +$1.57M +8,832 +16%
AAMU
125
AEGON Asset Management (UK)
United Kingdom
$11M +$11.1M +62,486 New

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.