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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
LW
1251
Linscomb Wealth
Texas
$344K
CHAM
1252
Clear Harbor Asset Management
Connecticut
$343K +$2.79K +17 +0.9%
Bank Julius Baer & Co
1253
Bank Julius Baer & Co
Switzerland
$342K +$16.1K +98 +5%
ACM
1254
Advisors Capital Management
New Jersey
$341K +$64.9K +396 +25%
ACM
1255
Allred Capital Management
Texas
$338K +$492 +3 +0.2%
MCA
1256
Magnolia Capital Advisors
Mississippi
$337K +$13.8K +84 +4%
MIH
1257
Meitav Investment House
Israel
$337K -$74.9K -457 -19%
DIM
1258
Delta Investment Management
California
$334K -$12.5K -76 -4%
RF
1259
Rossby Financial
Florida
$332K -$16.9K -103 -5%
OL
1260
one8zero8 LLC
North Carolina
$328K -$1.31K -8 -0.4%
BAM
1261
Bosun Asset Management
Illinois
$328K -$16.4K -100 -5%
BWM
1262
Baron Wealth Management
Michigan
$327K +$35.4K +216 +13%
GEA
1263
Glen Eagle Advisors
New Jersey
$327K +$11.5K +70 +4%
FAT
1264
First American Trust
California
$326K -$328 -2 -0.1%
WS
1265
Wedbush Securities
California
$322K -$33.4K -204 -10%
CC
1266
Callan Capital
California
$321K +$43.9K +268 +17%
SWA
1267
SOA Wealth Advisors
New York
$321K +$1.67M +10,205 +566%
PWP
1268
Phillips Wealth Planners
Mississippi
$321K +$819 +5 +0.2%
SIA
1269
Soltis Investment Advisors
Utah
$320K +$56.7K +346 +23%
CP
1270
Covenant Partners
Tennessee
$319K
MCCA
1271
Mill Creek Capital Advisors
Pennsylvania
$318K +$73.7K +450 +32%
EFA
1272
Evernest Financial Advisors
Indiana
$318K -$35.9K -219 -11%
EPIMS
1273
Evelyn Partners Investment Management Services
$317K -$67.2K -410 -18%
FAFN
1274
First Affirmative Financial Network
Colorado
$317K +$23.3K +142 +8%
BWS
1275
Broadway Wealth Solutions
Texas
$316K -$30.1K -184 -9%