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Intercontinental Exchange

1,712 hedge funds and large institutions have $89.5B invested in Intercontinental Exchange in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 642 increasing their positions, 677 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 4969 (+20)

39% more call options, than puts

Call options by funds: $490M | Put options by funds: $352M

16% more capital invested

Capital invested by funds: $77.1B → $89.5B (+$12.4B)

3% more funds holding

Funds holding: 1,6641,712 (+48)

0.25% more ownership

Funds ownership: 90.23%90.48% (+0.25%)

5% less repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 677

Holders
1,712
Holders Change
+48
Holders Change %
+2.88%
% of All Funds
22.96%
Holding in Top 10
69
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+40.82%
% of All Funds
0.93%
New
162
Increased
642
Reduced
677
Closed
88
Calls
$490M
Puts
$352M
Net Calls
+$138M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$15.5M +$11.3M +68,843 +329%
SPIA
352
Steward Partners Investment Advisory
New York
$15.3M -$988K -6,030 -6%
FAF
353
Fjarde Ap-fonden
Sweden
$15M -$2.98M -18,200 -17%
PE
354
Point72 Europe
United Kingdom
$15M +$14.3M +87,000 New
ACI
355
Alpha Cubed Investments
California
$15M +$221K +1,346 +2%
EGA
356
Eagle Global Advisors
Texas
$14.9M -$8.05M -49,164 -36%
SIC
357
Schwartz Investment Counsel
Michigan
$14.7M
GWM
358
Geneos Wealth Management
Colorado
$14.7M +$9.48M +57,890 +214%
NYLIM
359
New York Life Investment Management
New York
$14.6M -$49.5K -302 -0.4%
KCM
360
Kornitzer Capital Management
Kansas
$14.4M -$1.92M -11,740 -12%
PFSRSONJ
361
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.3M
GI
362
Gradient Investments
Minnesota
$14.3M -$807K -4,925 -6%
HWM
363
HB Wealth Management
Georgia
$14.2M +$1.34M +8,201 +11%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$14.2M +$3.2M +19,558 +31%
Pathstone Holdings
365
Pathstone Holdings
New Jersey
$14.1M -$180K -1,100 -1%
MC
366
Montag & Caldwell
Georgia
$14.1M -$717K -4,377 -5%
MGP
367
M&G plc
United Kingdom
$14M -$2.41M -14,712 -15%
PFPT
368
Pinnacle Financial Partners (Tennessee)
Tennessee
$14M +$55.2K +337 +0.4%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$13.9M -$417K -2,547 -3%
X
370
Xponance
Pennsylvania
$13.8M -$42.1K -257 -0.3%
NCM
371
Nearwater Capital Markets
Ireland
$13.8M -$14.7M -90,000 -53%
VPIM
372
Vanguard Personalized Indexing Management
California
$13.8M +$1.4M +8,546 +12%
JMFC
373
J.M. Forbes & Co
Massachusetts
$13.7M +$514K +3,137 +4%
PIM
374
Penobscot Investment Management
Massachusetts
$13.7M -$132K -805 -1%
YCM
375
Yousif Capital Management
Michigan
$13.6M -$251K -1,532 -2%