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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
M
276
MOTCO
Texas
$666K +$26.9K +161 +4%
RG
277
Rathbones Group
United Kingdom
$662K
CB
278
Cadence Bank
Mississippi
$654K -$1K -6 -0.2%
Aberdeen Group
279
Aberdeen Group
United Kingdom
$654K -$9.28M -55,473 -94%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$650K +$622K +3,714 New
NW
281
NewEdge Wealth
Pennsylvania
$640K +$145K +864 +28%
AGWCA
282
Annis Gardner Whiting Capital Advisors
Florida
$631K +$600K +3,584 +17,067%
NWAG
283
Net Worth Advisory Group
Utah
$624K +$265K +1,581 +80%
TPI
284
Trust Point Inc
Wisconsin
$618K +$78.7K +470 +15%
JF
285
Jump Financial
Illinois
$616K -$27.6M -165,133 -98%
GWM
286
Gibbs Wealth Management
Georgia
$595K -$46.2K -276 -8%
SBF
287
Sara-Bay Financial
Florida
$586K -$12.9K -77 -2%
MCP
288
Militia Capital Partners
Nevada
$560K -$469K -2,800 -47%
DC
289
Davenport & Co
Virginia
$559K +$70.3K +420 +15%
Sumitomo Mitsui Trust Group
290
Sumitomo Mitsui Trust Group
Japan
$552K -$3.8M -22,687 -88%
AssetMark Inc
291
AssetMark Inc
California
$548K +$453K +2,707 +634%
BEI
292
Benjamin Edwards Inc
Missouri
$538K +$209K +1,247 +68%
Mariner
293
Mariner
Kansas
$532K +$82.2K +491 +19%
BWA
294
Brave Warrior Advisors
New York
$525K -$335K -2,000 -40%
PIC
295
Portland Investment Counsel
Ontario, Canada
$525K
CIG
296
Cullen Investment Group
Louisiana
$520K -$34.3K -205 -7%
MIP
297
Marietta Investment Partners
Wisconsin
$503K -$2.34K -14 -0.5%
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$500K +$7.7K +46 +2%
PA
299
Pinnacle Associates
New York
$499K +$96.7K +578 +25%
RhumbLine Advisers
300
RhumbLine Advisers
Massachusetts
$498K +$412K +2,464 +642%