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683 hedge funds and large institutions have $17B invested in IDEX in 2026 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $57.1M | Put options by funds: $24.9M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

23% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 206

20% more capital invested

Capital invested by funds: $14.2B → $17B (+$2.79B)

1% more funds holding

Funds holding: 676683 (+7)

0.37% more ownership

Funds ownership: 100.73%101.11% (+0.37%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
683
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
8.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
254
Reduced
206
Closed
69
Calls
$57.1M
Puts
$24.9M
Net Calls
+$32.2M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.3B +$12.3M +58,080 +1%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$1.1B -$2.18M -10,292 -0.2%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$847M -$7.29M -34,463 -0.9%
State Street
4
State Street
Massachusetts
$753M +$23.7M +111,997 +3%
Primecap Management
5
Primecap Management
California
$749M -$606K -2,865 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$640M -$59.2M -279,664 -9%
Millennium Management
7
Millennium Management
New York
$538M +$79.1M +373,890 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$474M +$1.49M +7,042 +0.3%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$419M -$6.63M -31,320 -2%
Victory Capital Management
10
Victory Capital Management
Texas
$346M +$3.04M +14,354 +0.9%
Invesco
11
Invesco
Georgia
$341M -$26.6M -125,948 -8%
Amundi
12
Amundi
France
$331M +$50.7M +239,579 +20%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$286M +$128M +606,547 +93%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$259M -$127M -599,314 -34%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$237M +$111M +525,048 +101%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$218M +$2.97M +14,054 +1%
Norges Bank
17
Norges Bank
Norway
$208M +$194M +916,538 New
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$206M +$15.9M +75,080 +9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$193M +$7.22M +34,120 +4%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$192M +$6.44M +30,444 +4%
UBS Group
21
UBS Group
Switzerland
$187M +$38.8M +183,398 +29%
FAM
22
Fenimore Asset Management
New York
$181M +$324K +1,533 +0.2%
UBS AM
23
UBS AM
Illinois
$174M +$9.28M +43,883 +6%
Northern Trust
24
Northern Trust
Illinois
$173M +$1.63M +7,724 +1%
Fisher Asset Management
25
Fisher Asset Management
Washington
$170M +$8.6M +40,658 +6%

IEX Hedge Fund Activity: Q2 2026 in Review

683 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2026, worth a combined $17B — up 20% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IEX positions and 69 closed out — a net gain of 21 holders — while 254 added to existing stakes and 206 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $128M. The largest seller was VanEck Associates, exiting entirely with an estimated $178M sold.

  • 683 institutional investors held IDEX (IEX) as of Q2 2026, up from 676 in Q1 2026.
  • Funds reported $17B of IDEX stock for Q2 2026, up 20% quarter-over-quarter.
  • 90 funds opened new IDEX positions in Q2 2026 and 69 closed out, a net change of +21 holders.
  • The largest IDEX buyer in Q2 2026 was Pictet Asset Management, an estimated $128M added.
  • The largest IDEX seller in Q2 2026 was VanEck Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2026.