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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
PWM
1701
Parkworth Wealth Management
California
$1.03K
WTFG
1702
Wood Tarver Financial Group
Idaho
$1.03K
ACA
1703
American Capital Advisory
Idaho
$1.03K +$983 +6 New
BG
1704
Bollard Group
Massachusetts
$1K
LCM
1705
Logan Capital Management
Pennsylvania
$863
SFGP
1706
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$863 +$819 +5 New
CAM
1707
Chesapeake Asset Management
New York
$862
FGAM
1708
Financial Gravity Asset Management
Texas
$690 +$655 +4 New
CTWM
1709
Cherry Tree Wealth Management
Minnesota
$518
CWP
1710
Concord Wealth Partners
Virginia
$345
BGWM
1711
Bridge Generations Wealth Management
Florida
$345 +$328 +2 New
HHGA
1712
Halbert Hargrove Global Advisors
California
$345 +$328 +2 New
HIA
1713
HFM Investment Advisors
New Jersey
$345 +$328 +2 New
CAWM
1714
Capital A Wealth Management
Pennsylvania
$173 -$983 -6 -86%
CHP
1715
Castle Hook Partners
New York
-$29.9M -200,843 Closed
ZIG
1716
Zurich Insurance Group
Switzerland
-$29.8M -200,231 Closed
LOM
1717
LTS One Management
New York
-$22.4M -150,000 Closed
GIG
1718
Goodnow Investment Group
Connecticut
-$15.5M -103,870 Closed
AIM
1719
Achmea Investment Management
Netherlands
-$10.8M -72,420 Closed
CCIA
1720
Campbell & Co Investment Adviser
Maryland
-$10.4M -70,023 Closed
SCM
1721
Sone Capital Management
New York
-$6.45M -43,259 Closed
CM
1722
Crestline Management
Texas
-$6.3M -42,284 Closed
TAMH
1723
Taikang Asset Management (HK)
Hong Kong
-$5.19M -34,800 Closed
BCM
1724
Bancreek Capital Management
California
-$4.92M -33,042 Closed
OQS
1725
Occudo Quantitative Strategies
Florida
-$4.53M -30,376 Closed