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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
GCP
326
GSA Capital Partners
United Kingdom
$372K +$355K +2,124 New
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$370K -$155K -929 -31%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$361K +$103K +613 +42%
WKSWA
329
White Knight Strategic Wealth Advisors
New Jersey
$359K +$42.7K +255 +14%
GCM
330
Graham Capital Management
Connecticut
$352K -$356K -2,125 -51%
PWG
331
Portside Wealth Group
Utah
$346K +$27.3K +163 +9%
HH
332
Hilltop Holdings
Texas
$345K +$99.4K +594 +43%
Barclays
333
Barclays
United Kingdom
$345K -$6.63M -39,643 -95%
NI
334
Natural Investments
California
$344K
P
335
Pitcairn
Pennsylvania
$343K -$307K -1,836 -48%
TA
336
Tectonic Advisors
Texas
$338K +$68.5K +409 +27%
ASN
337
Advisory Services Network
Georgia
$312K +$3.35K +20 +1%
MML Investors Services
338
MML Investors Services
Massachusetts
$303K +$290K +1,731 New
M&T Bank
339
M&T Bank
New York
$297K -$875K -5,230 -76%
SCA
340
Summit Creek Advisors
Minnesota
$290K -$18.9K -113 -6%
CA
341
CSM Advisors
Pennsylvania
$289K +$41.8K +250 +18%
ST
342
Somerset Trust
Pennsylvania
$289K -$20.4K -122 -7%
ET
343
Equitable Trust
Tennessee
$286K
First Trust Advisors
344
First Trust Advisors
Illinois
$285K +$272K +1,627 New
PWMAG
345
Pinnacle Wealth Management Advisory Group
New Jersey
$284K +$272K +1,624 New
BCM
346
Bayesian Capital Management
New York
$280K +$268K +1,600 New
AF
347
Allworth Financial
California
$280K +$33.8K +202 +14%
NAM
348
NorthCrest Asset Manangement
Minnesota
$269K
SOW
349
State of Wyoming
Wyoming
$268K -$154K -923 -38%
FW
350
FullCircle Wealth
Texas
$267K -$8.7K -52 -3%