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
8.43%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B -$3.6M -20,512 -0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.1B +$213M +1,215,632 +24%
BlackRock
3
BlackRock
New York
$1.02B -$21.1M -120,416 -2%
Morgan Stanley
4
Morgan Stanley
New York
$550M -$4.88M -27,819 -0.9%
State Street
5
State Street
Massachusetts
$544M +$2.97M +16,913 +0.5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$354M +$9.08M +51,727 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$350M +$5.13M +29,353 +1%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$345M -$7.07M -40,269 -2%
VanEck Associates
9
VanEck Associates
New York
$310M +$139M +793,849 +82%
Invesco
10
Invesco
Georgia
$274M +$2.44M +13,878 +0.9%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$261M -$63.9M -364,020 -20%
Barclays
12
Barclays
United Kingdom
$234M +$7.45M +42,415 +3%
Amundi
13
Amundi
France
$232M +$5.28M +29,142 +2%
CIP
14
Champlain Investment Partners
Vermont
$177M -$6.74M -38,390 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$166M +$11.4M +65,215 +7%
Norges Bank
16
Norges Bank
Norway
$156M +$156M +888,585 New
FAM
17
Fenimore Asset Management
New York
$153M +$2.93M +16,701 +2%
UBS AM
18
UBS AM
Illinois
$149M +$14.2M +80,794 +11%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$141M -$8.73M -49,832 -6%
Northern Trust
20
Northern Trust
Illinois
$136M -$984K -5,603 -0.7%
Fisher Asset Management
21
Fisher Asset Management
Washington
$124M +$8.41M +47,899 +7%
UBS Group
22
UBS Group
Switzerland
$123M +$57.3M +326,086 +88%
ATO
23
Alecta Tjanstepension Omsesidigt
Sweden
$121M -$19.3M -110,100 -14%
Charles Schwab
24
Charles Schwab
California
$116M +$2.22M +12,634 +2%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$116M -$143M -814,421 -55%