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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
MW
1151
Marcum Wealth
Ohio
$461K -$64.4K -393 -13%
II
1152
Inspire Investing
Idaho
$459K +$65.5K +400 +18%
AA
1153
Advisory Alpha
Michigan
$459K +$22.8K +139 +6%
CWM
1154
Calamos Wealth Management
Illinois
$457K -$4.1K -25 -0.9%
Massachusetts Financial Services
1155
Massachusetts Financial Services
Massachusetts
$455K +$432K +2,636 New
LCM
1156
Landscape Capital Management
New Jersey
$453K -$282K -1,720 -40%
WF
1157
Welch & Forbes
Massachusetts
$452K -$9.34K -57 -2%
CA
1158
Carson Advisory
Georgia
$449K
CBT
1159
CoreFirst Bank & Trust
Kansas
$445K -$4.1K -25 -1%
PCM
1160
Permanent Capital Management
Illinois
$445K -$109K -665 -21%
BA
1161
Bridgewater Advisors
New York
$444K +$438K +2,672 New
LWM
1162
Lyell Wealth Management
California
$442K
IC
1163
Iconiq Capital
California
$442K +$43.3K +264 +11%
MG
1164
Mather Group
Illinois
$442K +$27K +165 +7%
VA
1165
Valmark Advisers
Ohio
$442K -$37.7K -230 -8%
WANY
1166
Wealthspire Advisors (New York)
New York
$438K -$35.9K -219 -8%
A
1167
Argentarii
Ohio
$437K -$228K -1,389 -35%
CCA
1168
Childress Capital Advisors
Texas
$437K +$168K +1,023 +68%
NC
1169
North Capital
Utah
$434K +$413K +2,518 New
NA
1170
Nottingham Advisors
New York
$432K
CWA
1171
Consilium Wealth Advisory
Texas
$432K +$3.44K +21 +0.8%
LA
1172
LVW Advisors
New York
$432K -$6.23K -38 -1%
WA
1173
Wealth Alliance
New York
$430K -$172K -1,050 -30%
PAM
1174
Peak Asset Management
Colorado
$429K
LC
1175
Lindbrook Capital
California
$428K -$923K -5,635 -69%