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Intercontinental Exchange

1,673 hedge funds and large institutions have $95.1B invested in Intercontinental Exchange in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 659 increasing their positions, 656 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
-19
Holders Change %
-1.12%
% of All Funds
22.42%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
0.82%
New
122
Increased
659
Reduced
656
Closed
112
Calls
$389M
Puts
$288M
Net Calls
+$101M
Net Calls Change
-$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1076
WP Advisors
California
$565K +$5.14K +28 +0.9%
JSAM
1077
J. Safra Asset Management
New York
$564K +$42.3K +233 +8%
MIM
1078
Merrion Investment Management
New Jersey
$557K
WKWM
1079
Walter & Keenan Wealth Management
Indiana
$555K +$7.16K +39 +1%
PDL
1080
Portfolio Design Labs
California
$555K -$416K -2,267 -43%
WMA
1081
West Michigan Advisors
Michigan
$555K +$328K +1,786 +144%
DAS
1082
Dynamic Advisor Solutions
Arizona
$553K -$3.12K -17 -0.6%
IIC
1083
Integrated Investment Consultants
Michigan
$550K -$55.8K -304 -9%
Capital International Investors
1084
Capital International Investors
California
$549K +$549K +3,023 New
SWA
1085
Stratos Wealth Advisors
Ohio
$549K -$5.51K -30 -1%
CSPIA
1086
Cary Street Partners Investment Advisory
Virginia
$549K -$56.1K -306 -9%
PCIA
1087
Prime Capital Investment Advisors
Kansas
$548K -$172K -939 -24%
SIA
1088
Soltis Investment Advisors
Utah
$544K +$204K +1,110 +60%
CFP
1089
Catalyst Financial Partners
Massachusetts
$543K +$105K +572 +24%
BFW
1090
Brady Family Wealth
Missouri
$541K -$83.7K -456 -13%
FMWA
1091
Forvis Mazars Wealth Advisors
Missouri
$540K +$5.87K +32 +1%
NL
1092
NWAM LLC
Washington
$539K +$539K +2,904 New
BB
1093
Busey Bank
Illinois
$538K -$8.99K -49 -2%
SAW
1094
Signal Advisors Wealth
Michigan
$536K -$25.9K -141 -5%
MFIM
1095
Mesirow Financial Investment Management
Illinois
$535K +$23.1K +126 +5%
CPIG
1096
Chicago Partners Investment Group
Illinois
$534K +$54.3K +300 +11%
CNBT
1097
Canandaigua National Bank & Trust
New York
$530K -$23.5K -128 -4%
UWPG
1098
Ullmann Wealth Partners Group
Florida
$526K -$146K -798 -22%
IIC
1099
Ironwood Investment Counsel
Arizona
$525K +$525K +2,862 New
MMCM
1100
Murphy & Mullick Capital Management
New York
$521K