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
NW
276
NewEdge Wealth
Pennsylvania
$640K
AGWCA
277
Annis Gardner Whiting Capital Advisors
Florida
$631K
NWAG
278
Net Worth Advisory Group
Utah
$624K
TPI
279
Trust Point Inc
Wisconsin
$618K
JF
280
Jump Financial
Illinois
$616K
GWM
281
Gibbs Wealth Management
Georgia
$595K
SBF
282
Sara-Bay Financial
Florida
$586K
MCP
283
Militia Capital Partners
Nevada
$560K
DC
284
Davenport & Co
Virginia
$559K
Sumitomo Mitsui Trust Group
285
Sumitomo Mitsui Trust Group
Japan
$552K
AssetMark Inc
286
AssetMark Inc
California
$548K
BEI
287
Benjamin Edwards Inc
Missouri
$538K
Mariner
288
Mariner
Kansas
$532K
BWA
289
Brave Warrior Advisors
New York
$525K
PIC
290
Portland Investment Counsel
Ontario, Canada
$525K
CIG
291
Cullen Investment Group
Louisiana
$520K
MIP
292
Marietta Investment Partners
Wisconsin
$503K
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$500K
PA
294
Pinnacle Associates
New York
$499K
RhumbLine Advisers
295
RhumbLine Advisers
Massachusetts
$498K
CII
296
Capital International Inc
California
$492K
VIM
297
Vinva Investment Management
Australia
$472K
PAS
298
Point72 Asia (Singapore)
Singapore
$465K
FNBT
299
FineMark National Bank & Trust
Florida
$458K
VPIM
300
Vanguard Personalized Indexing Management
California
$450K