506 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 181 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: 167 | Existing positions reduced: 181

3.18% less ownership

Funds ownership: 95.29%92.11% (-3.2%)

Holders
506
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
WKSWA
326
White Knight Strategic Wealth Advisors
New Jersey
$359K
GCM
327
Graham Capital Management
Connecticut
$352K
PWG
328
Portside Wealth Group
Utah
$346K
HH
329
Hilltop Holdings
Texas
$345K
Barclays
330
Barclays
United Kingdom
$345K
NI
331
Natural Investments
California
$344K
P
332
Pitcairn
Pennsylvania
$343K
TA
333
Tectonic Advisors
Texas
$338K
ASN
334
Advisory Services Network
Georgia
$312K
MML Investors Services
335
MML Investors Services
Massachusetts
$303K
M&T Bank
336
M&T Bank
New York
$297K
SCA
337
Summit Creek Advisors
Minnesota
$290K
CA
338
CSM Advisors
Pennsylvania
$289K
ST
339
Somerset Trust
Pennsylvania
$289K
ET
340
Equitable Trust
Tennessee
$286K
First Trust Advisors
341
First Trust Advisors
Illinois
$285K
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$284K
BCM
343
Bayesian Capital Management
New York
$280K
AF
344
Allworth Financial
California
$280K
NAM
345
NorthCrest Asset Manangement
Minnesota
$269K
SOW
346
State of Wyoming
Wyoming
$268K
FW
347
FullCircle Wealth
Texas
$267K
GIM
348
Glenmede Investment Management
Pennsylvania
$266K
FNBOH
349
First National Bank of Hutchinson
Kansas
$265K
Allianz Asset Management
350
Allianz Asset Management
Germany
$263K