505 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 157 increasing their positions, 191 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

1% less funds holding

Funds holding: 510505 (-5)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 191

Holders
505
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
AP
326
Advisortrust Partners
North Carolina
$370K
Wealth Enhancement Advisory Services
327
Wealth Enhancement Advisory Services
Minnesota
$362K
NI
328
Natural Investments
California
$357K
HH
329
Hilltop Holdings
Texas
$357K
CA
330
CSM Advisors
Pennsylvania
$350K
TA
331
Tectonic Advisors
Texas
$343K
LSA
332
Leonteq Securities AG
Switzerland
$327K
CIBC Asset Management
333
CIBC Asset Management
Ontario, Canada
$317K
MFG
334
Merit Financial Group
Georgia
$316K
PWG
335
Portside Wealth Group
Utah
$313K
BIG
336
Brooklyn Investment Group
New York
$309K
AQR Capital Management
337
AQR Capital Management
Connecticut
$308K
SCA
338
Summit Creek Advisors
Minnesota
$302K
ST
339
Somerset Trust
Pennsylvania
$301K
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
$296K
ASN
341
Advisory Services Network
Georgia
$290K
CIA
342
Concurrent Investment Advisors
Florida
$289K
AF
343
Allworth Financial
California
$288K
FVWA
344
Foster Victor Wealth Advisors
South Carolina
$287K
NAM
345
NorthCrest Asset Manangement
Minnesota
$285K
SAM
346
Simplify Asset Management
Nevada
$283K
HSA
347
HBK Sorce Advisory
Pennsylvania
$281K
IAIM
348
International Assets Investment Management
Florida
$280K
BCI
349
Brinker Capital Investments
Pennsylvania
$275K
NWWA
350
New Wave Wealth Advisors
Arkansas
$270K