510 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 192 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

3.7% more ownership

Funds ownership: 92.14%95.84% (+3.7%)

0% less funds holding

Funds holding: 512510 (-2)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 192

Holders
510
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
QCM
301
Quantinno Capital Management
New York
$502K
MYIA
302
Mount Yale Investment Advisors
Colorado
$487K
QCM
303
Qsemble Capital Management
New York
$485K
LWAM
304
Legacy Wealth Asset Management
Minnesota
$471K
Westfield Capital Management
305
Westfield Capital Management
Massachusetts
$462K
William Blair Investment Management
306
William Blair Investment Management
Illinois
$458K
PAP
307
Persistent Asset Partners
Hong Kong
$451K
OF
308
Optimize Financial
California
$448K
CL
309
Choreo LLC
Illinois
$447K
1WM
310
1900 Wealth Management
Texas
$443K
First Trust Advisors
311
First Trust Advisors
Illinois
$430K
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$426K
MA
313
Mutual Advisors
Nebraska
$424K
MGI
314
Miller Global Investments
Texas
$422K
DIA
315
Dana Investment Advisors
Wisconsin
$419K
TSS
316
Two Sigma Securities
New York
$405K
LA
317
Legacy Advisors
Pennsylvania
$401K
VPIM
318
Vanguard Personalized Indexing Management
California
$401K
WKSWA
319
White Knight Strategic Wealth Advisors
New Jersey
$400K
SOW
320
State of Wyoming
Wyoming
$397K
CIG
321
Cullen Investment Group
Louisiana
$394K
EF
322
Empowered Funds
Pennsylvania
$390K
MML Investors Services
323
MML Investors Services
Massachusetts
$388K
FFM
324
Forum Financial Management
Illinois
$379K
DC
325
Davenport & Co
Virginia
$377K