501 hedge funds and large institutions have $12.8B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 164 increasing their positions, 180 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: 1111 (0)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

3.52% less ownership

Funds ownership: 94.04%90.51% (-3.5%)

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
QIM
251
Quantitative Investment Management
Virginia
$841K
TSS
252
Two Sigma Securities
New York
$839K
CIM
253
Confluence Investment Management
Missouri
$821K
Creative Planning
254
Creative Planning
Kansas
$814K
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$805K
DTL
256
Dynamic Technology Lab
Singapore
$797K
CAG
257
Cypress Advisory Group
Arizona
$795K
MFG
258
MidWestOne Financial Group
Iowa
$789K
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$789K
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$786K
Osaic Holdings
261
Osaic Holdings
Arizona
$777K
CI
262
Capital International
California
$765K
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$735K
NL
264
NWAM LLC
Washington
$734K
TPW
265
Transatlantique Private Wealth
New York
$720K
MCC
266
Malaga Cove Capital
California
$712K
TI
267
Tidal Investments
Wisconsin
$686K
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$683K
Federated Hermes
269
Federated Hermes
Pennsylvania
$672K
LRPA
270
L. Roy Papp & Associates
Arizona
$669K
M
271
MOTCO
Texas
$666K
RG
272
Rathbones Group
United Kingdom
$662K
CB
273
Cadence Bank
Mississippi
$654K
Aberdeen Group
274
Aberdeen Group
United Kingdom
$654K
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$650K