IDEX Corp. (IEX) — Hedge Fund Ownership Q4 2025
IEX
- IDEX Corp. (IEX) is held by 3 of 82 tracked hedge funds, with Weitz Investment Management (4%) and Dodge & Cox (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in IEX holdings came from Dodge & Cox (+267%), highlighting conviction.
- The biggest decreases in IEX holdings came from Weitz Investment Management (-4%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to IDEX Corp. (IEX) by +120% vs the prior quarter and +18% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Weitz Investment Management Wallace Weitz
|
4.13% | 391K | -3.69% | +18.45% | $69.7M | $177.94 | — |
| 2 |
Dodge & Cox
|
0.12% | 1.3M | +266.66% | — | $224.7M | $177.94 | — |
| 3 |
Mairs & Power
|
0.01% | 4K | — | — | $711,760 | $177.94 | — |
| 3 | Total | — | 1.7M | +119.66% | +18.23% | $295.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.