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671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
SMA Capital
New York
$8.02M +$6.78M +34,329 +429%
Creative Planning
152
Creative Planning
Kansas
$7.91M +$2.41M +12,215 +41%
Boston Partners
153
Boston Partners
Massachusetts
$7.79M +$8.11M +41,102 New
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$7.59M -$1.48M -7,475 -16%
SAM
155
Scopus Asset Management
New York
$7.58M +$7.9M +40,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
156
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.53M +$7.25M +36,743 +1,242%
VLKIM
157
Van Lanschot Kempen Investment Management
Netherlands
$7.36M -$508K -2,573 -6%
Verition Fund Management
158
Verition Fund Management
Connecticut
$7.34M +$1.83M +9,248 +31%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$7.23M
Wells Fargo
160
Wells Fargo
California
$7.15M +$3.75M +19,014 +102%
Chevy Chase Trust
161
Chevy Chase Trust
Maryland
$7.04M -$158K -800 -2%
Prudential Financial
162
Prudential Financial
New Jersey
$7.03M -$184K -932 -2%
CCP
163
Clarkston Capital Partners
Michigan
$6.87M -$12.5M -63,575 -64%
Marshall Wace
164
Marshall Wace
United Kingdom
$6.86M -$23.5M -119,037 -77%
PP
165
Prudential plc
United Kingdom
$6.79M -$648K -3,281 -8%
VIA
166
Vanguard Investments Australia
Australia
$6.71M +$6.99M +35,395 New
TAF
167
Tredje AP-fonden
Sweden
$6.48M -$14M -70,703 -67%
SG Americas Securities
168
SG Americas Securities
New York
$6.43M +$280K +1,420 +4%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$6.34M -$230K -1,166 -3%
APG Asset Management
170
APG Asset Management
Netherlands
$6.32M -$191K -969 -2%
Asset Management One
171
Asset Management One
Japan
$6.29M -$62.2K -315 -0.9%
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$6.13M +$136K +690 +2%
Mitsubishi UFJ Trust & Banking
173
Mitsubishi UFJ Trust & Banking
Japan
$5.7M -$386K -1,957 -6%
CCIA
174
Campbell & Co Investment Adviser
Maryland
$5.64M +$5.87M +29,757 New
MSV
175
MN Services Vermogensbeheer
Netherlands
$5.52M