617 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 220 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 628617 (-11)

13% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 220

Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
151
Chevy Chase Trust
Maryland
$6.75M
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$6.16M
Asset Management One
153
Asset Management One
Japan
$6.03M
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$6.02M
APG Asset Management
155
APG Asset Management
Netherlands
$5.96M
Credit Agricole
156
Credit Agricole
France
$5.92M
SG Americas Securities
157
SG Americas Securities
New York
$5.78M
Mitsubishi UFJ Trust & Banking
158
Mitsubishi UFJ Trust & Banking
Japan
$5.7M
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$5.63M
FAF
160
Fjarde Ap-fonden
Sweden
$5.57M
QCM
161
Quantinno Capital Management
New York
$5.34M
NAMI
162
Nomura Asset Management International
Pennsylvania
$5.31M
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$5.25M
Creative Planning
164
Creative Planning
Kansas
$5.25M
Verition Fund Management
165
Verition Fund Management
Connecticut
$5.25M
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$5.24M
JFG
167
Jefferies Financial Group
New York
$5.23M
BFM
168
Boothbay Fund Management
New York
$5.19M
MSV
169
MN Services Vermogensbeheer
Netherlands
$5.18M
BMSSC
170
B. Metzler seel. Sohn & Co
Germany
$5.15M
Neuberger Berman Group
171
Neuberger Berman Group
New York
$5.01M
WG
172
Winton Group
United Kingdom
$4.95M
BBA
173
Baader Bank Aktiengesellschaft
Germany
$4.95M
KK
174
KLP Kapitalforvaltning
Norway
$4.82M
TD Asset Management
175
TD Asset Management
Ontario, Canada
$4.64M