510 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, 168 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 183

3.23% less ownership

Funds ownership: 95.34%92.11% (-3.2%)

Holders
510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$19.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
251
Tealwood Asset Management
Minnesota
$886K
OIA
252
OneDigital Investment Advisors
Kansas
$855K
SA
253
Sanctuary Advisors
Indiana
$853K
QIM
254
Quantitative Investment Management
Virginia
$841K
TSS
255
Two Sigma Securities
New York
$839K
CIM
256
Confluence Investment Management
Missouri
$821K
Creative Planning
257
Creative Planning
Kansas
$814K
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$805K
DTL
259
Dynamic Technology Lab
Singapore
$797K
CAG
260
Cypress Advisory Group
Arizona
$795K
MFG
261
MidWestOne Financial Group
Iowa
$789K
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$789K
Kayne Anderson Rudnick Investment Management
263
Kayne Anderson Rudnick Investment Management
California
$786K
Osaic Holdings
264
Osaic Holdings
Arizona
$777K
CI
265
Capital International
California
$765K
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$735K
TPW
267
Transatlantique Private Wealth
New York
$720K
NL
268
NWAM LLC
Washington
$718K
MCC
269
Malaga Cove Capital
California
$712K
TI
270
Tidal Investments
Wisconsin
$686K
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$683K
Federated Hermes
272
Federated Hermes
Pennsylvania
$672K
LRPA
273
L. Roy Papp & Associates
Arizona
$669K
M
274
MOTCO
Texas
$666K
RG
275
Rathbones Group
United Kingdom
$662K