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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B -$3.64M -20,512 -0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.1B +$216M +1,215,632 +24%
BlackRock
3
BlackRock
New York
$1.02B -$21.3M -120,416 -2%
Morgan Stanley
4
Morgan Stanley
New York
$550M -$4.93M -27,819 -0.9%
State Street
5
State Street
Massachusetts
$544M +$3M +16,913 +0.5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$354M +$9.17M +51,727 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$350M +$5.2M +29,353 +1%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$345M -$7.14M -40,269 -2%
VanEck Associates
9
VanEck Associates
New York
$310M +$141M +793,849 +82%
Invesco
10
Invesco
Georgia
$274M +$2.46M +13,878 +0.9%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$261M -$64.5M -364,020 -20%
Barclays
12
Barclays
United Kingdom
$234M +$7.52M +42,415 +3%
Amundi
13
Amundi
France
$232M +$5.17M +29,142 +2%
CIP
14
Champlain Investment Partners
Vermont
$177M -$6.81M -38,390 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$166M +$11.6M +65,215 +7%
Norges Bank
16
Norges Bank
Norway
$156M -$16.5M -93,126 -9%
FAM
17
Fenimore Asset Management
New York
$153M +$2.96M +16,701 +2%
UBS AM
18
UBS AM
Illinois
$149M +$14.3M +80,794 +11%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$141M -$8.83M -49,832 -6%
Northern Trust
20
Northern Trust
Illinois
$136M -$993K -5,603 -0.7%
Fisher Asset Management
21
Fisher Asset Management
Washington
$124M +$8.49M +47,899 +7%
UBS Group
22
UBS Group
Switzerland
$123M +$57.8M +326,086 +88%
ATO
23
Alecta Tjanstepension Omsesidigt
Sweden
$121M -$19.5M -110,100 -14%
Charles Schwab
24
Charles Schwab
California
$116M +$2.24M +12,634 +2%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$116M -$144M -814,421 -55%

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.