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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
SW
1351
Simplicity Wealth
New Jersey
$260K +$19.5K +119 +9%
PMG
1352
ProVise Management Group
Florida
$260K -$145K -882 -37%
GI
1353
GAMCO Investors
Connecticut
$259K -$8.68K -53 -3%
EFM
1354
E Fund Management
China
$259K +$9.99K +61 +4%
PFA
1355
Pathway Financial Advisors
Vermont
$259K -$5.08K -31 -2%
AL
1356
Aspiriant LLC
California
$257K +$3.11K +19 +1%
PFM
1357
Phillips Financial Management
Indiana
$257K -$9.18K -56 -4%
BONST
1358
Bank of Nova Scotia Trust
Ontario, Canada
$256K -$154K -937 -39%
CAM
1359
Creekmur Asset Management
Illinois
$256K +$243K +1,481 +148,100%
EP
1360
Edgestream Partners
New Jersey
$255K -$5.49M -33,503 -96%
LFG
1361
Larson Financial Group
Missouri
$254K +$161K +982 +200%
CAM
1362
Claret Asset Management
Quebec, Canada
$253K -$240K -1,463 Closed
PA
1363
PharVision Advisers
Florida
$253K +$240K +1,466 New
G
1364
GenTrust
Florida
$253K -$492 -3 -0.2%
WP
1365
Westmount Partners
California
$252K +$4.1K +25 +2%
PWP
1366
Principle Wealth Partners
Connecticut
$251K
FFA
1367
First Foundation Advisors
California
$250K -$37.2K -227 -14%
WCM
1368
Whitener Capital Management
North Carolina
$250K
PWMG
1369
Prestige Wealth Management Group
New Jersey
$250K +$5.9K +36 +3%
LNB
1370
Ledyard National Bank
$250K +$6.23K +38 +3%
MWA
1371
Meridian Wealth Advisors
Texas
$249K -$6.03M -36,801 -96%
PAG
1372
Paladin Advisory Group
Iowa
$248K
CIG
1373
Cascade Investment Group
Colorado
$247K -$41.8K -255 -15%
CA
1374
Claro Advisors
Massachusetts
$247K +$1.97K +12 +0.8%
M1FG
1375
Mach-1 Financial Group
Arkansas
$247K +$234K +1,430 New