482 hedge funds and large institutions have $11B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 147 increasing their positions, 206 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $13.1B → $11B (-$2.06B)

29% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 206

46% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 134

Holders
482
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
276
Annandale Capital
Texas
$480K
KAS
277
Kestra Advisory Services
Texas
$475K
Commonwealth Equity Services
278
Commonwealth Equity Services
Massachusetts
$463K
Robeco Institutional Asset Management
279
Robeco Institutional Asset Management
Netherlands
$462K
LCOV
280
London Company of Virginia
Virginia
$454K
Aviva
281
Aviva
United Kingdom
$448K
TPI
282
Trust Point Inc
Wisconsin
$445K
DT
283
Diversified Trust
Tennessee
$445K
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$442K
JG
285
Jain Global
New York
$435K
PIC
286
Portland Investment Counsel
Ontario, Canada
$434K
MIP
287
Marietta Investment Partners
Wisconsin
$420K
CIG
288
Cullen Investment Group
Louisiana
$420K
HSA
289
HBK Sorce Advisory
Pennsylvania
$411K
BCV
290
Banque Cantonale Vaudoise
Switzerland
$411K
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$409K
MFG
292
Merit Financial Group
Georgia
$406K
DC
293
Davenport & Co
Virginia
$403K
CL
294
Choreo LLC
Illinois
$399K
Mariner
295
Mariner
Kansas
$371K
Cerity Partners
296
Cerity Partners
New York
$364K
Baird Financial Group
297
Baird Financial Group
Wisconsin
$359K
SOW
298
State of Wyoming
Wyoming
$357K
BCI
299
Brinker Capital Investments
Pennsylvania
$354K
LWAM
300
Legacy Wealth Asset Management
Minnesota
$354K