616 hedge funds and large institutions have $12.3B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $13.5B → $12.3B (-$1.22B)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 246

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
101
Clarkston Capital Partners
Michigan
$16.3M
GCM
102
Geneva Capital Management
Wisconsin
$16.2M
CRC
103
Curi RMB Capital
Illinois
$15.9M
EAM
104
Eventide Asset Management
Massachusetts
$15.7M
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$14.8M
SCM
106
Sone Capital Management
New York
$14.8M
LOAME
107
Lombard Odier Asset Management (Europe)
United Kingdom
$14.6M
STCG
108
Speece Thorson Capital Group
Minnesota
$14.6M
AllianceBernstein
109
AllianceBernstein
Tennessee
$14.5M
Principal Financial Group
110
Principal Financial Group
Iowa
$14.3M
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$13.3M
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$13.1M
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$11.8M
RGC
114
Regents Gate Capital
United Kingdom
$11.8M
DCP
115
Distillate Capital Partners
Illinois
$11.4M
DB
116
Danske Bank
Denmark
$11.4M
TD Asset Management
117
TD Asset Management
Ontario, Canada
$11.2M
ECM
118
ExodusPoint Capital Management
New York
$11.1M
RGC
119
Redwood Grove Capital
California
$10.8M
CS
120
Candriam SCA
Luxembourg
$10.5M
Aberdeen Group
121
Aberdeen Group
United Kingdom
$10.4M
N
122
Numerai
California
$10.1M
Holocene Advisors
123
Holocene Advisors
New York
$10.1M
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$9.96M
AAMU
125
AEGON Asset Management (UK)
United Kingdom
$9.93M