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Intercontinental Exchange

1,673 hedge funds and large institutions have $95.1B invested in Intercontinental Exchange in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 659 increasing their positions, 656 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
-19
Holders Change %
-1.12%
% of All Funds
22.43%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
0.82%
New
122
Increased
659
Reduced
656
Closed
112
Calls
$389M
Puts
$288M
Net Calls
+$101M
Net Calls Change
-$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
1601
McIlrath & Eck
Washington
$13.4K
AW
1602
Avion Wealth
Texas
$13K +$4.74K +27 +57%
BFS
1603
Bare Financial Services
Pennsylvania
$11K +$8.26K +45 +300%
BC
1604
Barrett & Company
Rhode Island
$10.1K
NWM
1605
Nova Wealth Management
Florida
$10.1K +$10.1K +55 New
TFGT
1606
TS Financial Group (TSFG)
Illinois
$10K -$18.7K -103 -65%
CCM
1607
Copeland Capital Management
Pennsylvania
$9.91K
WCM
1608
WealthTrak Capital Management
Virginia
$9.54K +$2.57K +14 +37%
TIM
1609
Total Investment Management
Arizona
$9.36K +$9.36K +51 New
VFM
1610
Vision Financial Markets
Connecticut
$9.22K +$181 +1 +2%
MDCM
1611
Morgan Dempsey Capital Management
Wisconsin
$9.17K
FPF
1612
First Pacific Financial
Washington
$9.17K +$5.32K +29 +138%
UCB
1613
United Community Bank
South Carolina
$8.81K
DF
1614
Dunhill Financial
United Kingdom
$8.08K +$184 +1 +2%
HI
1615
Hoey Investments
Pennsylvania
$8.07K
PCM
1616
Penserra Capital Management
California
$8K -$1.35M -8,080 -99%
VWA
1617
Valued Wealth Advisors
Utah
$7.71K
MSWA
1618
Marshall & Sterling Wealth Advisors
New York
$7.34K -$10.3K -56 -58%
LWANC
1619
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K +$6.96K +1,278 +18,257%
FG
1620
Fairman Group
Pennsylvania
$6.97K
RWS
1621
Retirement Wealth Solutions
Wisconsin
$6.92K
HNW
1622
High Note Wealth
Minnesota
$6.79K -$550 -3 -8%
BA
1623
Bellwether Advisors
Nebraska
$6.61K
CIA
1624
Cape Investment Advisory
Georgia
$6.06K
DPW
1625
DiNuzzo Private Wealth
Pennsylvania
$5.51K