IDEX
640 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 66 closing their positions.
81% more call options, than puts
Call options by funds: $3.66M | Put options by funds: $2.03M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
27% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 66
2% more funds holding
Funds holding: 630 → 640 (+10)
0.54% more ownership
Funds ownership: 99.13% → 99.67% (+0.54%)
1% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 225
13% less capital invested
Capital invested by funds: $15.7B → $13.6B (-$2.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$165M |
| 2 |
Millennium Management
New York
|
+$89.7M |
| 3 |
Morgan Stanley
New York
|
+$77.9M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
+$54.8M |
| 5 |
Amundi
Paris,
France
|
+$47.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$339M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$79.8M |
| 3 |
Fundsmith LLP
London,
United Kingdom
|
-$75.9M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$50.4M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
-$42.3M |
IEX Hedge Fund Activity: Q1 2025 in Review
640 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2025, worth a combined $13.6B — down 13% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IEX positions and 66 closed out — a net gain of 18 holders — while 223 added to existing stakes and 225 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $165M. The largest seller was T. Rowe Price Associates, cutting an estimated $339M.
- 640 institutional investors held IDEX (IEX) as of Q1 2025, up from 630 in Q4 2024.
- Funds reported $13.6B of IDEX stock for Q1 2025, down 13% quarter-over-quarter.
- 84 funds opened new IDEX positions in Q1 2025 and 66 closed out, a net change of +18 holders.
- The largest IDEX buyer in Q1 2025 was Wellington Management Group, an estimated $165M added.
- The largest IDEX seller in Q1 2025 was T. Rowe Price Associates, an estimated $339M sold.
Based on aggregated 13F filings for Q1 2025.