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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
DB
126
Danske Bank
Denmark
$16.8M +$148K +700 +1%
AllianceBernstein
127
AllianceBernstein
Tennessee
$16M -$90.8K -429 -0.5%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$15.7M -$1.05M -4,945 -7%
CS
129
Candriam SCA
Luxembourg
$15.6M +$707K +3,344 +5%
PMAM
130
Picton Mahoney Asset Management
Ontario, Canada
$15.5M +$14.4M +68,194 New
Aberdeen Group
131
Aberdeen Group
United Kingdom
$15.3M +$2.68M +12,646 +23%
STCG
132
Speece Thorson Capital Group
Minnesota
$14.9M -$3.08M -14,568 -18%
Aviva
133
Aviva
United Kingdom
$14.7M +$133K +627 +1%
JG
134
Jain Global
New York
$14.5M +$13.6M +64,090 New
GT
135
Glenmede Trust
Pennsylvania
$14.5M -$56.3K -266 -0.4%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$14.5M +$3.82M +18,072 +40%
PFM
137
Premier Fund Managers
United Kingdom
$14M -$13.7M -64,796 -51%
Boston Partners
138
Boston Partners
Massachusetts
$13.9M +$4.27M +20,188 +49%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$13.9M +$1.9K +9 +0%
GAM
140
Gotham Asset Management
New York
$13.8M +$2.76M +13,040 +27%
GCM
141
Graham Capital Management
Connecticut
$13.6M -$24.5K -116 -0.2%
Robeco Institutional Asset Management
142
Robeco Institutional Asset Management
Netherlands
$13.4M +$11.8M +55,857 +1,812%
Creative Planning
143
Creative Planning
Kansas
$12.9M +$3.21M +15,188 +36%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
144
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.9M +$3.58M +16,926 +43%
Swedbank
145
Swedbank
Sweden
$12.6M -$178K -842 -1%
Prudential Financial
146
Prudential Financial
New Jersey
$12.6M +$3.87M +18,310 +49%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$12.4M +$4.48M +21,197 +63%
New York State Teachers Retirement System (NYSTRS)
148
New York State Teachers Retirement System (NYSTRS)
New York
$12.2M
FAF
149
Fjarde Ap-fonden
Sweden
$12M +$1.86M +8,800 +20%
SC
150
SMA Capital
New York
$11.8M +$2.05M +9,671 +23%

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.