616 hedge funds and large institutions have $12.3B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $13.5B → $12.3B (-$1.22B)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 246

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
201
Morningstar Investment Management
Illinois
$2.84M
ACB
202
Aristotle Capital Boston
Massachusetts
$2.81M
GIA
203
GHP Investment Advisors
Colorado
$2.78M
RIM
204
Rakuten Investment Management
Japan
$2.68M
N
205
Natixis
France
$2.67M
EF
206
Empowered Funds
Pennsylvania
$2.65M
Retirement Systems of Alabama
207
Retirement Systems of Alabama
Alabama
$2.61M
ZIG
208
Zurich Insurance Group
Switzerland
$2.6M
UIM
209
USS Investment Management
United Kingdom
$2.54M
DGM
210
Delta Global Management
New York
$2.53M
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.45M
OQS
212
Occudo Quantitative Strategies
Florida
$2.41M
FAF
213
Första AP-fonden
Sweden
$2.39M
NIG
214
NFJ Investment Group
Texas
$2.37M
AB
215
Amalgamated Bank
New York
$2.34M
TAP
216
Tounjian Advisory Partners
Florida
$2.33M
ProShare Advisors
217
ProShare Advisors
Maryland
$2.3M
UM
218
UniSuper Management
Australia
$2.29M
QCM
219
Quantinno Capital Management
New York
$2.28M
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$2.28M
Bank Julius Baer & Co
221
Bank Julius Baer & Co
Switzerland
$2.24M
Creative Planning
222
Creative Planning
Kansas
$2.21M
Allspring Global Investments
223
Allspring Global Investments
North Carolina
$2.19M
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$2.19M
ETC
225
Exchange Traded Concepts
Oklahoma
$2.19M