IDEX
629 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 86 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
10% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 86
10% more capital invested
Capital invested by funds: $12.4B → $13.7B (+$1.26B)
2.35% more ownership
Funds ownership: 100.5% → 102.85% (+2.3%)
1% less funds holding
Funds holding: 634 → 629 (-5)
7% less call options, than puts
Call options by funds: $20.5M | Put options by funds: $22.1M
13% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$256M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$157M |
| 3 |
Millennium Management
New York
|
+$136M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$123M |
| 5 |
IP
Interval Partners
New York
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$134M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$109M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
-$56.1M |
| 4 |
Squarepoint
New York
|
-$49.2M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$49M |
IEX Hedge Fund Activity: Q4 2025 in Review
629 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q4 2025, worth a combined $13.7B — up 10% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new IEX positions and 86 closed out — a net gain of 9 holders — while 195 added to existing stakes and 223 trimmed.
The largest buyer was Primecap Management, adding an estimated $256M. The largest seller was Wellington Management Group, cutting an estimated $134M.
- 629 institutional investors held IDEX (IEX) as of Q4 2025, down from 634 in Q3 2025.
- Funds reported $13.7B of IDEX stock for Q4 2025, up 10% quarter-over-quarter.
- 95 funds opened new IDEX positions in Q4 2025 and 86 closed out, a net change of +9 holders.
- The largest IDEX buyer in Q4 2025 was Primecap Management, an estimated $256M added.
- The largest IDEX seller in Q4 2025 was Wellington Management Group, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2025.