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513 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 158 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: $ → $

3.71% more ownership

Funds ownership: 92.16%95.86% (+3.7%)

0% more funds holding

Funds holding: 513513 (0)

18% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 192

Holders
513
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
FFM
326
Forum Financial Management
Illinois
$379K
DC
327
Davenport & Co
Virginia
$377K
FNBT
328
FineMark National Bank & Trust
Florida
$371K
AP
329
Advisortrust Partners
North Carolina
$370K
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
$362K
NI
331
Natural Investments
California
$357K
HH
332
Hilltop Holdings
Texas
$357K
CA
333
CSM Advisors
Pennsylvania
$350K
TA
334
Tectonic Advisors
Texas
$343K
LSA
335
Leonteq Securities AG
Switzerland
$327K
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$317K
MFG
337
Merit Financial Group
Georgia
$316K
PWG
338
Portside Wealth Group
Utah
$313K
BIG
339
Brooklyn Investment Group
New York
$309K
AQR Capital Management
340
AQR Capital Management
Connecticut
$308K
SCA
341
Summit Creek Advisors
Minnesota
$302K
ST
342
Somerset Trust
Pennsylvania
$301K
PWMAG
343
Pinnacle Wealth Management Advisory Group
New Jersey
$296K
ASN
344
Advisory Services Network
Georgia
$290K
CIA
345
Concurrent Investment Advisors
Florida
$289K
AF
346
Allworth Financial
California
$288K
FVWA
347
Foster Victor Wealth Advisors
South Carolina
$287K
NAM
348
NorthCrest Asset Manangement
Minnesota
$285K
SAM
349
Simplify Asset Management
Nevada
$283K
HSA
350
HBK Sorce Advisory
Pennsylvania
$281K