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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
BFS
1676
Bare Financial Services
Pennsylvania
$2.59K +$2.46K +15 New
PWA
1677
Principia Wealth Advisory
Texas
$2.51K +$328 +2 +14%
MEG
1678
Millstone Evans Group
Colorado
$2.42K +$2.29K +14 New
RCM
1679
Raleigh Capital Management
North Carolina
$2.24K -$36.7K -224 -95%
PWA
1680
Provenance Wealth Advisors
Florida
$2.24K
CIAS
1681
CBIZ Investment Advisory Services
Ohio
$2.24K +$2.13K +13 New
RMP
1682
Richards, Merrill & Peterson
Washington
$2.24K +$2.13K +13 New
NWMP
1683
Noble Wealth Management PBC
Colorado
$2.07K
PMFA
1684
Plante Moran Financial Advisors
Michigan
$1.73K -$7.86K -48 -83%
CWM
1685
Copia Wealth Management
Oregon
$1.73K
OCM
1686
Osterweis Capital Management
California
$1.73K +$1.64K +10 New
TWD
1687
True Wealth Design
Ohio
$1.72K +$492 +3 +43%
PS
1688
PayPay Securities
Japan
$1.64K -$1.48K -9 -50%
SN
1689
Sittner & Nelson
Oregon
$1.55K
JAM
1690
JCIC Asset Management
Ontario, Canada
$1.55K +$1.48K +9 New
BHWM
1691
Bay Harbor Wealth Management
Maryland
$1.55K +$1.48K +9 New
HWA
1692
Heritage Wealth Advisors
Virginia
$1.38K -$1.97K -12 -60%
ETS
1693
ESL Trust Services
New York
$1.38K
MDA
1694
Minot DeBlois Advisors
Massachusetts
$1.38K
WPA
1695
Wealth Preservation Advisors
Tennessee
$1.38K +$1.31K +8 New
TCM
1696
TD Capital Management
Tennessee
$1.22K
LWANC
1697
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21K
BCM
1698
Blume Capital Management
California
$1.21K +$1.15K +7 New
BMC
1699
Bear Mountain Capital
Washington
$1.18K +$1.15K +7 New
ADL
1700
Asset Dedication LLC
California
$1.03K