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
CB
276
Cadence Bank
Mississippi
$654K
Aberdeen Group
277
Aberdeen Group
United Kingdom
$654K
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$650K
NW
279
NewEdge Wealth
Pennsylvania
$640K
AGWCA
280
Annis Gardner Whiting Capital Advisors
Florida
$631K
NWAG
281
Net Worth Advisory Group
Utah
$624K
TPI
282
Trust Point Inc
Wisconsin
$618K
JF
283
Jump Financial
Illinois
$616K
GWM
284
Gibbs Wealth Management
Georgia
$595K
SBF
285
Sara-Bay Financial
Florida
$586K
MCP
286
Militia Capital Partners
Nevada
$560K
DC
287
Davenport & Co
Virginia
$559K
Sumitomo Mitsui Trust Group
288
Sumitomo Mitsui Trust Group
Japan
$552K
AssetMark Inc
289
AssetMark Inc
California
$548K
BEI
290
Benjamin Edwards Inc
Missouri
$538K
Mariner
291
Mariner
Kansas
$532K
BWA
292
Brave Warrior Advisors
New York
$525K
PIC
293
Portland Investment Counsel
Ontario, Canada
$525K
CIG
294
Cullen Investment Group
Louisiana
$520K
MIP
295
Marietta Investment Partners
Wisconsin
$503K
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$500K
PA
297
Pinnacle Associates
New York
$499K
RhumbLine Advisers
298
RhumbLine Advisers
Massachusetts
$498K
CII
299
Capital International Inc
California
$492K
VIM
300
Vinva Investment Management
Australia
$472K