501 hedge funds and large institutions have $12.8B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 164 increasing their positions, 180 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: 1111 (0)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

3.52% less ownership

Funds ownership: 94.04%90.51% (-3.5%)

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
PWG
326
Portside Wealth Group
Utah
$346K
HH
327
Hilltop Holdings
Texas
$345K
Barclays
328
Barclays
United Kingdom
$345K
NI
329
Natural Investments
California
$344K
P
330
Pitcairn
Pennsylvania
$343K
TA
331
Tectonic Advisors
Texas
$338K
ASN
332
Advisory Services Network
Georgia
$312K
MML Investors Services
333
MML Investors Services
Massachusetts
$303K
M&T Bank
334
M&T Bank
New York
$297K
SCA
335
Summit Creek Advisors
Minnesota
$290K
CA
336
CSM Advisors
Pennsylvania
$289K
ST
337
Somerset Trust
Pennsylvania
$289K
ET
338
Equitable Trust
Tennessee
$286K
First Trust Advisors
339
First Trust Advisors
Illinois
$285K
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
$284K
BCM
341
Bayesian Capital Management
New York
$280K
NAM
342
NorthCrest Asset Manangement
Minnesota
$269K
SOW
343
State of Wyoming
Wyoming
$268K
FW
344
FullCircle Wealth
Texas
$267K
GIM
345
Glenmede Investment Management
Pennsylvania
$266K
FNBOH
346
First National Bank of Hutchinson
Kansas
$265K
Allianz Asset Management
347
Allianz Asset Management
Germany
$263K
NS
348
NBC Securities
Alabama
$253K
QEI
349
QSV Equity Investors
Illinois
$250K
PAG
350
Private Advisor Group
New Jersey
$250K