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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.48B -$16.6M -98,520 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.05B +$35.8M +211,696 +3%
BlackRock
3
BlackRock
New York
$925M -$17.7M -105,063 -2%
Morgan Stanley
4
Morgan Stanley
New York
$549M +$40.1M +237,281 +8%
State Street
5
State Street
Massachusetts
$513M +$9.29M +54,990 +2%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$382M +$263M +1,559,124 +194%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$329M +$4.43M +26,237 +1%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$319M -$952K -5,636 -0.3%
VanEck Associates
9
VanEck Associates
New York
$311M +$24.8M +146,618 +8%
Invesco
10
Invesco
Georgia
$295M +$42.3M +250,447 +16%
Primecap Management
11
Primecap Management
California
$282M +$209M +1,237,129 +251%
Amundi
12
Amundi
France
$249M +$40.4M +239,215 +19%
First Trust Advisors
13
First Trust Advisors
Illinois
$163M +$9.9M +58,595 +6%
CIP
14
Champlain Investment Partners
Vermont
$153M -$10.9M -64,422 -6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$148M +$1.54M +9,118 +22%
FAM
16
Fenimore Asset Management
New York
$142M +$342K +2,027 +0.2%
Flossbach Von Storch
17
Flossbach Von Storch
Germany
$129M +$25.4M +150,228 +23%
Northern Trust
18
Northern Trust
Illinois
$125M -$1.13M -6,699 -0.9%
Pictet Asset Management
19
Pictet Asset Management
Switzerland
$120M +$13.4M +79,481 +12%
Fisher Asset Management
20
Fisher Asset Management
Washington
$118M +$2.97M +17,579 +2%
UBS AM
21
UBS AM
Illinois
$113M -$26.5M -157,068 -18%
ATO
22
Alecta Tjanstepension Omsesidigt
Sweden
$112M
Goldman Sachs
23
Goldman Sachs
New York
$112M +$33.1M +195,941 +40%
Charles Schwab
24
Charles Schwab
California
$107M -$358K -2,122 -0.3%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$104M -$144M -852,354 -57%