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IDEX
IEX

Overview Fund Activity

629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B
2
VanEck Associates
VanEck Associates
New York
$310M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$115M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$113M
5
UBS Group
UBS Group
Switzerland
$123M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
$116M
2
CIM
CCLA Investment Management
United Kingdom
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$4.64M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$261M
5
Axa
Axa
France
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
201
Capital Fund Management (CFM)
France
$3.17M +$3.17M +18,083 New
LPL Financial
202
LPL Financial
California
$3.15M -$372K -2,119 -11%
EIM
203
Essex Investment Management
Massachusetts
$3.13M -$609K -3,470 -16%
EPIMS
204
Evelyn Partners Investment Management Services
$2.92M +$448K +2,112 +18%
LWMM
205
Legacy Wealth Management (Mississippi)
Mississippi
$2.89M +$2.63M +14,990 +1,018%
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.85M +$38.6K +220 +1%
Retirement Systems of Alabama
207
Retirement Systems of Alabama
Alabama
$2.85M -$11.1K -63 -0.4%
Wells Fargo
208
Wells Fargo
California
$2.77M -$17.4K -99 -0.6%
SG Americas Securities
209
SG Americas Securities
New York
$2.75M +$1.13M +6,443 +70%
UIM
210
USS Investment Management
United Kingdom
$2.67M – – –
IFU
211
iSAM Funds (UK)
United Kingdom
$2.65M +$1.76M +10,041 +199%
Assenagon Asset Management
212
Assenagon Asset Management
Luxembourg
$2.59M -$14.3M -81,623 -85%
AB
213
Amalgamated Bank
New York
$2.58M -$4.39K -25 -0.2%
NIG
214
NFJ Investment Group
Texas
$2.58M -$26K -148 -1%
ACB
215
Aristotle Capital Boston
Massachusetts
$2.52M -$366K -2,087 -13%
Allspring Global Investments
216
Allspring Global Investments
North Carolina
$2.46M -$1.75M -9,733 -42%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$2.44M -$332K -1,890 -12%
OTL
218
Oak Thistle LLC
New York
$2.44M +$1.69M +9,613 +226%
CCM
219
Coldstream Capital Management
Washington
$2.43M +$4.21K +24 +0.2%
CAU
220
Caxton Associates (UK)
$2.43M +$2.43M +13,843 New
FC
221
FORA Capital
Florida
$2.42M +$417K +2,376 +21%
EI
222
Ecofi Investissements
France
$2.42M +$634K +14,250 +35%
LRPA
223
L. Roy Papp & Associates
Arizona
$2.42M +$50.7K +289 +2%
FRAF
224
Första AP-fonden
Sweden
$2.41M -$334K -1,900 -12%
N
225
Natixis
France
$2.38M +$2.07M +11,796 +664%
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