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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
PWMG
1601
Private Wealth Management Group
New Jersey
$19.1K
SIC
1602
Salem Investment Counselors
North Carolina
$19K +$11.8K +72 +189%
AP
1603
Aspect Partners
Virginia
$18.8K
MSG
1604
Main Street Group
Virginia
$18.5K
KFI
1605
Key Financial Inc
Pennsylvania
$18.3K +$1.97K +12 +13%
CI
1606
Clal Insurance
Israel
$18K +$13.1K +80 +364%
KC
1607
Knuff & Co
California
$17.4K +$16.5K +101 New
Q1WB
1608
Quest 10 Wealth Builders
Virginia
$16.7K +$15.6K +95 +4,750%
MSWA
1609
Marshall & Sterling Wealth Advisors
New York
$16.6K +$15.7K +96 New
RTL
1610
Red Tortoise LLC
Georgia
$15.9K
MHR
1611
Matthew Hamilton Rosenberg
$15.9K
PA
1612
Pineridge Advisors
Missouri
$15.9K
KIM
1613
Kestra Investment Management
Texas
$15.5K -$119K -726 -89%
HWA
1614
HHM Wealth Advisors
Tennessee
$15.2K
CCM
1615
Cloud Capital Management
Washington
$15K +$15.1K +92 New
OW
1616
Olistico Wealth
Oklahoma
$14.8K
FNWA
1617
Financial Network Wealth Advisors
Utah
$14.7K +$9.18K +56 +193%
SFA
1618
Semmax Financial Advisors
North Carolina
$14.4K +$164 +1 +1%
SC
1619
Steph & Co
Wisconsin
$14.1K -$328 -2 -2%
AT
1620
Avalon Trust
New Mexico
$14.1K
MSWM
1621
Mowery & Schoenfeld Wealth Management
Illinois
$13.5K -$1.8K -11 -12%
LWCFA
1622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.4K
T
1623
Transce3nd
Texas
$12.8K -$655 -4 -5%
DRP
1624
Decker Retirement Planning
Utah
$12.6K
ME
1625
McIlrath & Eck
Washington
$12.6K