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
CL
301
Choreo LLC
Illinois
$448K
LWAM
302
Legacy Wealth Asset Management
Minnesota
$433K
HSA
303
HBK Sorce Advisory
Pennsylvania
$431K
Cerity Partners
304
Cerity Partners
New York
$425K
OF
305
Optimize Financial
California
$425K
UB
306
UMB Bank
Missouri
$423K
MA
307
Mutual Advisors
Nebraska
$423K
VFO
308
Virtus Family Office
Texas
$412K
AWAU
309
Alliance Wealth Advisors (Utah)
Utah
$408K
1WM
310
1900 Wealth Management
Texas
$407K
DIA
311
Dana Investment Advisors
Wisconsin
$403K
BCI
312
Brinker Capital Investments
Pennsylvania
$401K
EF
313
Empowered Funds
Pennsylvania
$397K
VOYA Investment Management
314
VOYA Investment Management
Georgia
$393K
LA
315
Legacy Advisors
Pennsylvania
$385K
William Blair Investment Management
316
William Blair Investment Management
Illinois
$384K
JG
317
Jain Global
New York
$383K
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$382K
Jane Street
319
Jane Street
New York
$379K
MFG
320
Merit Financial Group
Georgia
$376K
GCP
321
GSA Capital Partners
United Kingdom
$372K
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$370K
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$361K
WKSWA
324
White Knight Strategic Wealth Advisors
New Jersey
$359K
GCM
325
Graham Capital Management
Connecticut
$352K