510 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, 168 increasing their positions, 183 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: 168 | Existing positions reduced: 183

3.23% less ownership

Funds ownership: 95.34%92.11% (-3.2%)

Holders
510
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
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$361K
WKSWA
327
White Knight Strategic Wealth Advisors
New Jersey
$359K
GCM
328
Graham Capital Management
Connecticut
$352K
PWG
329
Portside Wealth Group
Utah
$346K
HH
330
Hilltop Holdings
Texas
$345K
Barclays
331
Barclays
United Kingdom
$345K
NI
332
Natural Investments
California
$344K
P
333
Pitcairn
Pennsylvania
$343K
TA
334
Tectonic Advisors
Texas
$338K
ASN
335
Advisory Services Network
Georgia
$312K
MML Investors Services
336
MML Investors Services
Massachusetts
$303K
M&T Bank
337
M&T Bank
New York
$297K
SCA
338
Summit Creek Advisors
Minnesota
$290K
CA
339
CSM Advisors
Pennsylvania
$289K
ST
340
Somerset Trust
Pennsylvania
$289K
ET
341
Equitable Trust
Tennessee
$286K
First Trust Advisors
342
First Trust Advisors
Illinois
$285K
PWMAG
343
Pinnacle Wealth Management Advisory Group
New Jersey
$284K
BCM
344
Bayesian Capital Management
New York
$280K
AF
345
Allworth Financial
California
$280K
NAM
346
NorthCrest Asset Manangement
Minnesota
$269K
SOW
347
State of Wyoming
Wyoming
$268K
FW
348
FullCircle Wealth
Texas
$267K
GIM
349
Glenmede Investment Management
Pennsylvania
$266K
FNBOH
350
First National Bank of Hutchinson
Kansas
$265K