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
FNBT
326
FineMark National Bank & Trust
Florida
$371K
AP
327
Advisortrust Partners
North Carolina
$370K
Wealth Enhancement Advisory Services
328
Wealth Enhancement Advisory Services
Minnesota
$362K
NI
329
Natural Investments
California
$357K
HH
330
Hilltop Holdings
Texas
$357K
CA
331
CSM Advisors
Pennsylvania
$350K
TA
332
Tectonic Advisors
Texas
$343K
LSA
333
Leonteq Securities AG
Switzerland
$327K
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$317K
MFG
335
Merit Financial Group
Georgia
$316K
PWG
336
Portside Wealth Group
Utah
$313K
BIG
337
Brooklyn Investment Group
New York
$309K
AQR Capital Management
338
AQR Capital Management
Connecticut
$308K
SCA
339
Summit Creek Advisors
Minnesota
$302K
ST
340
Somerset Trust
Pennsylvania
$301K
PWMAG
341
Pinnacle Wealth Management Advisory Group
New Jersey
$296K
ASN
342
Advisory Services Network
Georgia
$290K
CIA
343
Concurrent Investment Advisors
Florida
$289K
AF
344
Allworth Financial
California
$288K
FVWA
345
Foster Victor Wealth Advisors
South Carolina
$287K
NAM
346
NorthCrest Asset Manangement
Minnesota
$285K
SAM
347
Simplify Asset Management
Nevada
$283K
HSA
348
HBK Sorce Advisory
Pennsylvania
$281K
IAIM
349
International Assets Investment Management
Florida
$280K
BCI
350
Brinker Capital Investments
Pennsylvania
$275K