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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
SIM
1101
SSI Investment Management
California
$536K -$164 -1 -0%
SI
1102
Severin Investments
Missouri
$535K -$5.9K -36 -1%
FCH
1103
Freestone Capital Holdings
Washington
$534K +$54.9K +335 +12%
PB
1104
Pinnacle Bancorp
Nebraska
$534K -$26.7K -163 -5%
LIP
1105
Liontrust Investment Partners
United Kingdom
$533K -$444K -2,707 -47%
NEI
1106
Northwest & Ethical Investments
Ontario, Canada
$529K +$346K +2,114 +221%
SAW
1107
Signal Advisors Wealth
Michigan
$528K -$40.1K -245 -7%
WA
1108
WP Advisors
California
$526K +$1.31K +8 +0.3%
HCM
1109
Howard Capital Management
Georgia
$525K -$76.8K -469 -13%
RL
1110
Retireful LLC
Michigan
$524K +$491K +2,999 New
MIM
1111
Merrion Investment Management
New Jersey
$524K
DAS
1112
Dynamic Advisor Solutions
Arizona
$523K -$133K -813 -21%
SWA
1113
Stratos Wealth Advisors
Ohio
$522K -$28.7K -175 -5%
CDWM
1114
Campbell Deegan Wealth Management
Virginia
$520K -$98.3K -600 -17%
CNBT
1115
Canandaigua National Bank & Trust
New York
$520K
AIM
1116
Advyzon Investment Management
Illinois
$519K +$62.3K +380 +14%
GS
1117
GTS Securities
New York
$517K -$135K -827 -22%
WKWM
1118
Walter & Keenan Wealth Management
Indiana
$515K +$23.8K +145 +5%
BB
1119
Busey Bank
Illinois
$515K +$3.11K +19 +0.6%
NO
1120
Ninety One
South Africa
$514K +$488K +2,978 New
EI
1121
Ellevest Inc
New York
$512K -$8.19K -50 -2%
SC
1122
Solstein Capital
California
$509K +$328 +2 +0.1%
HA
1123
Harfst & Associates
Wyoming
$506K -$149K -912 -24%
FMWA
1124
Forvis Mazars Wealth Advisors
Missouri
$502K
WCF
1125
West Coast Financial
California
$500K