482 hedge funds and large institutions have $11B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 205 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-67
Holders Change %
-12.2%
% of All Funds
6.46%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
72
Increased
148
Reduced
205
Closed
132
Calls
$18.1M
Puts
$8.93M
Net Calls
+$9.17M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
351
Allworth Financial
California
$203K +$79.6K +547 +64%
MCM
352
MAI Capital Management
Ohio
$202K -$2.62K -18 -1%
WPWM
353
Western Pacific Wealth Management
Illinois
$201K +$201K +1,380 New
HH
354
Hilltop Holdings
Texas
$200K -$109K -749 -35%
GLF
355
Groupe la Francaise
France
$188K
NS
356
NBC Securities
Alabama
$169K +$120K +824 +242%
IWA
357
Icon Wealth Advisors
Texas
$163K +$163K +1,124 New
Zurich Cantonal Bank
358
Zurich Cantonal Bank
Switzerland
$149K -$2.47K -17 -2%
Mirae Asset Global ETFs Holdings
359
Mirae Asset Global ETFs Holdings
Hong Kong
$113K +$42K +289 +59%
PS
360
Principal Securities
Iowa
$109K -$229K -1,572 -68%
Pacer Advisors
361
Pacer Advisors
Pennsylvania
$104K -$4.51K -31 -4%
IA
362
IFP Advisors
Florida
$95K +$3.35K +23 +4%
SWM
363
Spire Wealth Management
Virginia
$89.6K -$5.67K -39 -6%
AAM
364
Advisors Asset Management
Colorado
$89K -$4.22K -29 -5%
Jones Financial Companies
365
Jones Financial Companies
Missouri
$88.2K +$27K +187 +44%
GBT
366
Grove Bank & Trust
Florida
$86.5K -$30K -206 -26%
SPIA
367
Steward Partners Investment Advisory
New York
$84.9K -$10.8K -74 -11%
Nomura Asset Management
368
Nomura Asset Management
Japan
$84.4K
GWM
369
Geneos Wealth Management
Colorado
$78.7K -$112K -772 -59%
PCM
370
Peregrine Capital Management
Minnesota
$76.4K -$8.57M -58,952 -99%
PA
371
Parallel Advisors
California
$64.4K -$44.7K -307 -41%
BIG
372
Brooklyn Investment Group
New York
$63K +$53.8K +370 +587%
AssetMark Inc
373
AssetMark Inc
California
$62.1K -$35.9K -247 -37%
BNP Paribas Asset Management
374
BNP Paribas Asset Management
France
$61K +$61K +420 New
BGAI
375
Bruce G. Allen Investments
Colorado
$59.9K +$56.7K +390 +1,773%