506 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 181 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: 167 | Existing positions reduced: 181

3.18% less ownership

Funds ownership: 95.29%92.11% (-3.2%)

Holders
506
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
Aberdeen Group
276
Aberdeen Group
United Kingdom
$654K
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$650K
NW
278
NewEdge Wealth
Pennsylvania
$640K
AGWCA
279
Annis Gardner Whiting Capital Advisors
Florida
$631K
NWAG
280
Net Worth Advisory Group
Utah
$624K
TPI
281
Trust Point Inc
Wisconsin
$618K
JF
282
Jump Financial
Illinois
$616K
GWM
283
Gibbs Wealth Management
Georgia
$595K
SBF
284
Sara-Bay Financial
Florida
$586K
MCP
285
Militia Capital Partners
Nevada
$560K
DC
286
Davenport & Co
Virginia
$559K
Sumitomo Mitsui Trust Group
287
Sumitomo Mitsui Trust Group
Japan
$552K
AssetMark Inc
288
AssetMark Inc
California
$548K
BEI
289
Benjamin Edwards Inc
Missouri
$538K
Mariner
290
Mariner
Kansas
$532K
BWA
291
Brave Warrior Advisors
New York
$525K
PIC
292
Portland Investment Counsel
Ontario, Canada
$525K
CIG
293
Cullen Investment Group
Louisiana
$520K
MIP
294
Marietta Investment Partners
Wisconsin
$503K
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$500K
PA
296
Pinnacle Associates
New York
$499K
RhumbLine Advisers
297
RhumbLine Advisers
Massachusetts
$498K
CII
298
Capital International Inc
California
$492K
VIM
299
Vinva Investment Management
Australia
$472K
PAS
300
Point72 Asia (Singapore)
Singapore
$465K