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
FNBT
301
FineMark National Bank & Trust
Florida
$458K
VPIM
302
Vanguard Personalized Indexing Management
California
$450K
CL
303
Choreo LLC
Illinois
$448K
LWAM
304
Legacy Wealth Asset Management
Minnesota
$433K
HSA
305
HBK Sorce Advisory
Pennsylvania
$431K
Cerity Partners
306
Cerity Partners
New York
$425K
OF
307
Optimize Financial
California
$425K
UB
308
UMB Bank
Missouri
$423K
MA
309
Mutual Advisors
Nebraska
$423K
VFO
310
Virtus Family Office
Texas
$412K
AWAU
311
Alliance Wealth Advisors (Utah)
Utah
$408K
1WM
312
1900 Wealth Management
Texas
$407K
DIA
313
Dana Investment Advisors
Wisconsin
$403K
BCI
314
Brinker Capital Investments
Pennsylvania
$401K
EF
315
Empowered Funds
Pennsylvania
$397K
VOYA Investment Management
316
VOYA Investment Management
Georgia
$393K
LA
317
Legacy Advisors
Pennsylvania
$385K
William Blair Investment Management
318
William Blair Investment Management
Illinois
$384K
JG
319
Jain Global
New York
$383K
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$382K
Jane Street
321
Jane Street
New York
$379K
MFG
322
Merit Financial Group
Georgia
$376K
GCP
323
GSA Capital Partners
United Kingdom
$372K
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$370K
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$361K