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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
CII
301
Capital International Inc
California
$492K +$471K +2,813 New
VIM
302
Vinva Investment Management
Australia
$472K +$318K +1,900 New
PAS
303
Point72 Asia (Singapore)
Singapore
$465K +$445K +2,657 New
FNBT
304
FineMark National Bank & Trust
Florida
$458K -$7.81M -46,639 -95%
VPIM
305
Vanguard Personalized Indexing Management
California
$450K +$141K +845 +49%
CL
306
Choreo LLC
Illinois
$448K -$31.1K -186 -7%
LWAM
307
Legacy Wealth Asset Management
Minnesota
$433K +$7.7K +46 +2%
HSA
308
HBK Sorce Advisory
Pennsylvania
$431K -$89.2K -533 -19%
Cerity Partners
309
Cerity Partners
New York
$425K -$12.6K -75 -3%
OF
310
Optimize Financial
California
$425K +$407K +2,429 New
UB
311
UMB Bank
Missouri
$423K +$45.5K +272 +13%
MA
312
Mutual Advisors
Nebraska
$423K -$58.2K -348 -13%
VFO
313
Virtus Family Office
Texas
$412K +$394K +2,354 New
AWAU
314
Alliance Wealth Advisors (Utah)
Utah
$408K +$6.86K +41 +2%
1WM
315
1900 Wealth Management
Texas
$407K
DIA
316
Dana Investment Advisors
Wisconsin
$403K +$385K +2,301 New
BCI
317
Brinker Capital Investments
Pennsylvania
$401K -$24.3K -145 -6%
EF
318
Empowered Funds
Pennsylvania
$397K +$8.7K +52 +2%
VOYA Investment Management
319
VOYA Investment Management
Georgia
$393K +$376K +2,245 New
LA
320
Legacy Advisors
Pennsylvania
$385K +$368K +2,200 New
William Blair Investment Management
321
William Blair Investment Management
Illinois
$384K -$11.9K -71 -3%
JG
322
Jain Global
New York
$383K -$135K -806 -27%
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$382K +$28.8K +172 +9%
Jane Street
324
Jane Street
New York
$379K -$383K -2,290 -51%
MFG
325
Merit Financial Group
Georgia
$376K -$108K -645 -23%