485 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $13.2B → $11.2B (-$2.01B)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

48% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 136

Holders
485
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
326
Portside Wealth Group
Utah
$264K
TC
327
TownSquare Capital
Utah
$264K
WKSWA
328
White Knight Strategic Wealth Advisors
New Jersey
$262K
Wolverine Trading
329
Wolverine Trading
Illinois
$258K
ST
330
Somerset Trust
Pennsylvania
$258K
WT
331
Whittier Trust
California
$257K
SCA
332
Summit Creek Advisors
Minnesota
$257K
AAS
333
Avantax Advisory Services
Texas
$254K
WG
334
Winton Group
United Kingdom
$254K
VPIM
335
Vanguard Personalized Indexing Management
California
$251K
ET
336
Equitable Trust
Tennessee
$238K
AT
337
American Trust
Kentucky
$236K
MM
338
MQS Management
New York
$236K
IAIM
339
International Assets Investment Management
Florida
$234K
GIM
340
Glenmede Investment Management
Pennsylvania
$231K
FNBSF
341
First National Bank Sioux Falls
South Dakota
$230K
TA
342
Tectonic Advisors
Texas
$222K
VAS
343
Vestmark Advisory Solutions
Massachusetts
$219K
PAG
344
Private Advisor Group
New Jersey
$218K
NAM
345
NorthCrest Asset Manangement
Minnesota
$216K
WBC
346
Westpac Banking Corp
Australia
$215K
HKIM
347
Hayek Kallen Investment Management
Alabama
$213K
QEI
348
QSV Equity Investors
Illinois
$212K
PGFC
349
Peapack-Gladstone Financial Corp
New Jersey
$212K
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$211K