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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$24.9M +$4.24M +20,050 +22%
PC
102
Port Capital
Illinois
$24.6M -$534K -2,526 -2%
Citigroup
103
Citigroup
New York
$24.1M +$4.19M +19,790 +23%
SCM
104
Sone Capital Management
New York
$24.1M -$20.6M -97,503 -48%
BNP Paribas Asset Management
105
BNP Paribas Asset Management
France
$23.8M +$3.14M +14,855 +16%
EAM
106
Eventide Asset Management
Massachusetts
$23.5M +$552K +2,610 +3%
CRC
107
Curi RMB Capital
Illinois
$23.3M -$280K -1,323 -1%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$23.1M +$21.2M +100,063 +5,715%
ECSS
109
Eurizon Capital SGR SpA
$23M +$11.9M +56,021 +123%
T. Rowe Price Investment Management
110
T. Rowe Price Investment Management
Maryland
$22.9M +$21.3M +100,834 New
NAMI
111
Nomura Asset Management International
Pennsylvania
$22.9M +$11.7M +55,434 +122%
DKCM
112
Davidson Kempner Capital Management
New York
$22.7M +$9.52M +45,000 +82%
ADEF
113
Adams Diversified Equity Fund
Maryland
$22.7M +$21.2M +100,000 New
GCM
114
Geneva Capital Management
Wisconsin
$22.4M +$1.02M +4,803 +5%
Federated Hermes
115
Federated Hermes
Pennsylvania
$22.2M +$20.6M +97,543 +31,065%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$21.8M +$3.05M +14,416 +18%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$21.3M
RGC
118
Redwood Grove Capital
California
$20.9M
AAM
119
Aureus Asset Management
Massachusetts
$20.5M +$19.1M +90,224 New
SEI Investments
120
SEI Investments
Pennsylvania
$20.2M -$1.77M -8,375 -9%
AAMU
121
AEGON Asset Management (UK)
United Kingdom
$20.1M +$2.29M +10,807 +14%
SJIC
122
St. James Investment Company
Texas
$20M +$7.19K +34 +0%
SC
123
Shellback Capital
Massachusetts
$19.5M +$18.2M +86,055 New
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$19.2M +$142K +670 +0.8%
Ameriprise
125
Ameriprise
Minnesota
$18.6M -$1.32M -6,248 -7%

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.