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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
MC
1226
Middleton & Co
Massachusetts
$367K -$52.4K -320 -13%
IIM
1227
Ipswich Investment Management
Massachusetts
$367K -$9.01K -55 -3%
SS
1228
Sunbelt Securities
Texas
$366K +$26.9K +164 +8%
PCM
1229
Prelude Capital Management
New York
$366K -$1.7M -10,370 -83%
EWM
1230
Empirical Wealth Management
Washington
$365K +$347K +2,116 New
RAM
1231
Roanoke Asset Management
New Jersey
$365K
PWMAG
1232
Pinnacle Wealth Management Advisory Group
New Jersey
$362K +$983 +6 +0.3%
CFS
1233
Commonwealth Financial Services
West Virginia
$360K -$1.64K -10 -0.5%
OPCM
1234
Osborne Partners Capital Management
California
$356K -$3.93K -24 -1%
BOS
1235
Bank of Stockton
California
$354K -$37.7K -230 -10%
USCWA
1236
U.S. Capital Wealth Advisors
Texas
$352K +$70.1K +428 +27%
AWE
1237
Avidian Wealth Enterprises
Texas
$350K +$17.9K +109 +6%
BWP
1238
BSW Wealth Partners
Colorado
$350K -$27.7K -169 -8%
HSA
1239
HBK Sorce Advisory
Pennsylvania
$350K +$43.3K +264 +15%
RIL
1240
Rothschild Investment LLC
Illinois
$349K +$2.62K +16 +0.8%
CIAS
1241
Capital Investment Advisory Services
North Carolina
$349K +$332K +2,024 New
WPWM
1242
Western Pacific Wealth Management
Illinois
$348K -$112K -685 -25%
LI
1243
LRI Investments
Florida
$347K +$112K +681 +3%
LSIA
1244
LaSalle St. Investment Advisors
Illinois
$346K +$30.3K +185 +10%
MAG
1245
M3 Advisory Group
Massachusetts
$346K -$5.08K -31 -2%
SFS
1246
Security Financial Services
Indiana
$346K -$1.64K -10 -0.5%
TPI
1247
Trust Point Inc
Wisconsin
$345K -$192K -1,173 -37%
BCFD
1248
Boit C.F. David
$345K
CTB
1249
Country Trust Bank
Illinois
$345K
BC
1250
Bowman & Company
Wisconsin
$345K -$41.9K -256 -11%