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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
WF
1426
Womack Financial
Texas
$216K +$205K +1,250 New
BW
1427
BIP Wealth
Georgia
$215K -$27.7K -169 -12%
AWP
1428
Atlas Wealth Partners
Pennsylvania
$214K +$203K +1,241 New
PW
1429
PUREfi Wealth
Massachusetts
$214K +$203K +1,239 New
WMA
1430
West Michigan Advisors
Michigan
$213K +$203K +1,236 New
YIA
1431
YHB Investment Advisors
Connecticut
$213K +$202K +1,232 New
FIM
1432
Freedom Investment Management
Connecticut
$212K +$201K +1,228 New
CPWA
1433
Cerro Pacific Wealth Advisors
California
$211K -$11.3K -69 -5%
CHC
1434
City Holding Co
West Virginia
$211K +$16.5K +101 +9%
AWA
1435
Arete Wealth Advisors
Illinois
$210K +$199K +1,215 New
VFG
1436
Victory Financial Group
Texas
$210K +$199K +1,217 New
BGAI
1437
Bruce G. Allen Investments
Colorado
$209K -$4.26K -26 -2%
ABWM
1438
Alpine Bank Wealth Management
Colorado
$209K +$198K +1,211 New
SWA
1439
Sax Wealth Advisors
New Jersey
$209K -$60K -366 -23%
SFB
1440
STAR Financial Bank
Indiana
$208K -$45.9K -280 -19%
MF
1441
Montis Financial
Massachusetts
$207K -$29.2K -178 -13%
IP
1442
Isthmus Partners
Wisconsin
$207K +$197K +1,200 New
TWPM
1443
Total Wealth Planning & Management
Florida
$206K +$196K +1,195 New
AO
1444
Advisor OS
Illinois
$206K -$100K -612 -34%
RSWM
1445
Robertson Stephens Wealth Management
California
$205K -$96.5K -589 -33%
PCM
1446
Parsons Capital Management
Rhode Island
$205K +$195K +1,188 New
TIA
1447
Trust Investment Advisors
Indiana
$205K +$194K +1,186 New
CHP
1448
Cable Hill Partners
Oregon
$204K +$199K +1,212 New
NHT
1449
New Hampshire Trust
New Hampshire
$202K -$65.5K -400 -25%
RFW
1450
Rainier Family Wealth
Washington
$201K -$286K -1,748 -60%