505 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 157 increasing their positions, 191 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

1% less funds holding

Funds holding: 510505 (-5)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 191

Holders
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.7M
Puts
$18.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
301
Mount Yale Investment Advisors
Colorado
$487K
QCM
302
Qsemble Capital Management
New York
$485K
LWAM
303
Legacy Wealth Asset Management
Minnesota
$471K
Westfield Capital Management
304
Westfield Capital Management
Massachusetts
$462K
William Blair Investment Management
305
William Blair Investment Management
Illinois
$458K
PAP
306
Persistent Asset Partners
Hong Kong
$451K
OF
307
Optimize Financial
California
$448K
CL
308
Choreo LLC
Illinois
$447K
1WM
309
1900 Wealth Management
Texas
$443K
First Trust Advisors
310
First Trust Advisors
Illinois
$430K
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$426K
MA
312
Mutual Advisors
Nebraska
$424K
MGI
313
Miller Global Investments
Texas
$422K
DIA
314
Dana Investment Advisors
Wisconsin
$419K
TSS
315
Two Sigma Securities
New York
$405K
LA
316
Legacy Advisors
Pennsylvania
$401K
VPIM
317
Vanguard Personalized Indexing Management
California
$401K
WKSWA
318
White Knight Strategic Wealth Advisors
New Jersey
$400K
SOW
319
State of Wyoming
Wyoming
$397K
CIG
320
Cullen Investment Group
Louisiana
$394K
EF
321
Empowered Funds
Pennsylvania
$390K
MML Investors Services
322
MML Investors Services
Massachusetts
$388K
FFM
323
Forum Financial Management
Illinois
$379K
DC
324
Davenport & Co
Virginia
$377K
FNBT
325
FineMark National Bank & Trust
Florida
$371K