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513 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 169 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 62

20% more call options, than puts

Call options by funds: $23M | Put options by funds: $19.1M

16% more capital invested

Capital invested by funds: $11.2B → $13B (+$1.84B)

5% more funds holding

Funds holding: 489513 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 183

3.22% less ownership

Funds ownership: 95.38%92.16% (-3.2%)

Holders
513
Holders Change
+24
Holders Change %
+4.91%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
169
Reduced
183
Closed
62
Calls
$23M
Puts
$19.1M
Net Calls
+$3.9M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
251
Legacy Capital Wealth Partners
Arkansas
$909K +$229K +1,367 +36%
RAM
252
Redmond Asset Management
Virginia
$901K -$10.5K -63 -1%
TAM
253
Tealwood Asset Management
Minnesota
$886K -$18.1K -108 -2%
OIA
254
OneDigital Investment Advisors
Kansas
$855K +$2.68K +16 +0.3%
SA
255
Sanctuary Advisors
Indiana
$853K +$106K +635 +15%
QIM
256
Quantitative Investment Management
Virginia
$841K +$805K +4,808 New
TSS
257
Two Sigma Securities
New York
$839K -$414K -2,475 -34%
CIM
258
Confluence Investment Management
Missouri
$821K +$93.2K +557 +13%
Creative Planning
259
Creative Planning
Kansas
$814K -$4.35K -26 -0.6%
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$805K +$237K +1,416 +44%
DTL
261
Dynamic Technology Lab
Singapore
$797K +$762K +4,553 New
CAG
262
Cypress Advisory Group
Arizona
$795K +$18.4K +110 +2%
MFG
263
MidWestOne Financial Group
Iowa
$789K -$2.34K -14 -0.3%
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$789K +$4.85K +29 +0.6%
Kayne Anderson Rudnick Investment Management
265
Kayne Anderson Rudnick Investment Management
California
$786K -$213K -1,271 -22%
Osaic Holdings
266
Osaic Holdings
Arizona
$777K -$63.9K -382 -8%
CI
267
Capital International
California
$765K +$732K +4,371 New
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$735K +$391K +2,335 +125%
TPW
269
Transatlantique Private Wealth
New York
$720K +$35.5K +212 +5%
NL
270
NWAM LLC
Washington
$718K
MCC
271
Malaga Cove Capital
California
$712K +$352K +2,105 +107%
TI
272
Tidal Investments
Wisconsin
$686K +$17.2K +103 +3%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$683K -$12.2K -73 -2%
Federated Hermes
274
Federated Hermes
Pennsylvania
$672K
LRPA
275
L. Roy Papp & Associates
Arizona
$669K -$137K -818 -18%