IDEX
677 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 231 increasing their positions, 208 reducing their positions, and 57 closing their positions.
98% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 57
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
19% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $12.1M
11% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 208
8% more funds holding
Funds holding: 629 → 677 (+48)
3% more capital invested
Capital invested by funds: $13.7B → $14.2B (+$473M)
2.12% less ownership
Funds ownership: 102.85% → 100.74% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$294M |
| 2 |
Jane Street
New York
|
+$230M |
| 3 |
Millennium Management
New York
|
+$184M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$147M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$781M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$225M |
| 3 |
VanEck Associates
New York
|
-$205M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$150M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$75.3M |
IEX Hedge Fund Activity: Q1 2026 in Review
677 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q1 2026, worth a combined $14.2B — up 3.4% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new IEX positions and 57 closed out — a net gain of 56 holders — while 231 added to existing stakes and 208 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $294M. The largest seller was Wellington Management Group, cutting an estimated $781M.
- 677 institutional investors held IDEX (IEX) as of Q1 2026, up from 629 in Q4 2025.
- Funds reported $14.2B of IDEX stock for Q1 2026, up 3.4% quarter-over-quarter.
- 113 funds opened new IDEX positions in Q1 2026 and 57 closed out, a net change of +56 holders.
- The largest IDEX buyer in Q1 2026 was Victory Capital Management, an estimated $294M added.
- The largest IDEX seller in Q1 2026 was Wellington Management Group, an estimated $781M sold.
Based on aggregated 13F filings for Q1 2026.