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IDEX
IEX

Overview Fund Activity

628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$914M
2
Millennium Management
2
Millennium Management
New York
$88.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$572M
4
Flossbach Von Storch
4
Flossbach Von Storch
Germany
$49.8M
5
Amundi
5
Amundi
France
$221M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$355M
2
Fundsmith LLP
2
Fundsmith LLP
United Kingdom
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.67M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$543K
5
Capital World Investors
5
Capital World Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B 9,212,019 -93,989 -1%
BlackRock
2
BlackRock
New York
$1.07B 5,906,260 +83,282 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$914M 5,050,601 +831,005 +20%
Morgan Stanley
4
Morgan Stanley
New York
$572M 3,161,280 +391,408 +14%
State Street
5
State Street
Massachusetts
$558M 3,082,839 +3,300 +0.1%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$363M 2,006,724 +207,172 +12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$356M 1,971,508 +58,575 +3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$355M 1,963,041 -1,703,736 -46%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$335M 1,853,317 -15,602 -0.8%
Invesco
10
Invesco
Georgia
$280M 1,545,463 +206,633 +15%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$267M 1,474,267 -145,985 -9%
Barclays
12
Barclays
United Kingdom
$234M 1,290,754 +96,629 +8%
Amundi
13
Amundi
France
$221M 1,249,546 +236,650 +23%
CIP
14
Champlain Investment Partners
Vermont
$189M 1,044,739 -88,255 -8%
VanEck Associates
15
VanEck Associates
New York
$176M 972,690 +7,489 +0.8%
First Trust Advisors
16
First Trust Advisors
Illinois
$159M 878,647 -178,030 -17%
FAM
17
Fenimore Asset Management
New York
$155M 855,951 +16,444 +2%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$153M 855,020 -7,605 -0.9%
ATO
19
Alecta Tjanstepension Omsesidigt
Sweden
$145M 800,000 – –
Northern Trust
20
Northern Trust
Illinois
$141M 778,297 -15,325 -2%
UBS AM
21
UBS AM
Illinois
$139M 769,341 +21,787 +3%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$130M 720,828 -22,940 -3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$124M 685,206 +44,489 +7%
Fisher Asset Management
24
Fisher Asset Management
Washington
$119M 659,324 -4,578 -0.7%
Charles Schwab
25
Charles Schwab
California
$117M 648,477 +8,294 +1%
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