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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
LOAME
151
Lombard Odier Asset Management (Europe)
United Kingdom
$7.05M +$82.6K +466 +1%
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$7.01M +$33.9K +191 +0.5%
NAMM
153
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.91M -$22.9K -129 -0.3%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$6.83M +$5.84M +32,928 +549%
YIH
155
Y-Intercept (HK)
Hong Kong
$6.83M +$4.44M +25,061 +181%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$6.78M -$378K -2,131 -5%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$6.59M +$1.37M +7,753 +26%
Axa
158
Axa
France
$6.54M -$35.1M -197,729 -84%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$6.29M -$2.01M -11,354 -24%
APG Asset Management
160
APG Asset Management
Netherlands
$6.24M +$70.9K +400 +1%
FAF
161
Fjarde Ap-fonden
Sweden
$6.22M +$851K +4,800 +16%
Treasurer of the State of North Carolina
162
Treasurer of the State of North Carolina
North Carolina
$6.2M +$114K +642 +2%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$6.11M +$817K +4,610 +15%
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$6.06M +$247K +1,393 +4%
Asset Management One
165
Asset Management One
Japan
$5.85M -$219K -1,237 -4%
Mitsubishi UFJ Trust & Banking
166
Mitsubishi UFJ Trust & Banking
Japan
$5.74M -$84.7K -478 -1%
Massachusetts Financial Services
167
Massachusetts Financial Services
Massachusetts
$5.69M +$1.53M +8,633 +36%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$5.6M -$162K -912 -3%
EP
169
Edgestream Partners
New Jersey
$5.45M +$3.09M +17,455 +128%
RPI
170
Railway Pension Investments
United Kingdom
$5.4M
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$5.38M -$1.07M -6,016 -16%
Bank Julius Baer & Co
172
Bank Julius Baer & Co
Switzerland
$5.33M -$966K -5,450 -15%
QT
173
Quantbot Technologies
New York
$5.18M -$6.19M -34,941 -54%
ACM
174
Aquatic Capital Management
Illinois
$4.97M +$2.1M +11,832 +72%
MSV
175
MN Services Vermogensbeheer
Netherlands
$4.9M +$70.9K +400 +1%

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.