485 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 136 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:

15% less capital invested

Capital invested by funds: $13.2B → $11.2B (-$2.01B)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

48% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 136

Holders
485
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
301
Brinker Capital Investments
Pennsylvania
$354K
LWAM
302
Legacy Wealth Asset Management
Minnesota
$354K
Squarepoint
303
Squarepoint
New York
$341K
1WM
304
1900 Wealth Management
Texas
$338K
AWAU
305
Alliance Wealth Advisors (Utah)
Utah
$333K
RHJA
306
Rice Hall James & Associates
California
$331K
PA
307
Pinnacle Associates
New York
$330K
William Blair Investment Management
308
William Blair Investment Management
Illinois
$329K
FC
309
Farringdon Capital
United Kingdom
$327K
WI
310
Wahed Invest
New York
$325K
EF
311
Empowered Funds
Pennsylvania
$323K
DI
312
DAGCO Inc
Ohio
$320K
UB
313
UMB Bank
Missouri
$312K
LTI
314
Laffer Tengler Investments
Tennessee
$305K
BFG
315
Birch Financial Group
New Hampshire
$300K
BMCM
316
Bryn Mawr Capital Management
Pennsylvania
$299K
ASN
317
Advisory Services Network
Georgia
$298K
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$293K
NWAG
319
Net Worth Advisory Group
Utah
$288K
NI
320
Natural Investments
California
$286K
MCC
321
Malaga Cove Capital
California
$286K
FW
322
FullCircle Wealth
Texas
$278K
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$271K
TRCT
324
Tower Research Capital (TRC)
New York
$271K
BEI
325
Benjamin Edwards Inc
Missouri
$266K