503 hedge funds and large institutions have $12.8B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 165 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: 1111 (0)

9% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 181

3.52% less ownership

Funds ownership: 94.04%90.52% (-3.5%)

Holders
503
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
PAG
351
Private Advisor Group
New Jersey
$250K
DIM
352
Delta Investment Management
California
$249K
NWWA
353
New Wave Wealth Advisors
Arkansas
$246K
BCG
354
BayBridge Capital Group
California
$244K
AT
355
American Trust
Kentucky
$243K
MCM
356
MAI Capital Management
Ohio
$243K
WPWM
357
Western Pacific Wealth Management
Illinois
$242K
FHC
358
First Horizon Corporation
Tennessee
$241K
IAIM
359
International Assets Investment Management
Florida
$239K
CSIC
360
Clifford Swan Investment Counsel
California
$238K
SCA
361
Snowden Capital Advisors
New York
$235K
DI
362
DAGCO Inc
Ohio
$232K
RCA
363
Resonant Capital Advisors
Wisconsin
$230K
Wealth Enhancement Advisory Services
364
Wealth Enhancement Advisory Services
Minnesota
$230K
GLF
365
Groupe la Francaise
France
$228K
VAS
366
Vestmark Advisory Solutions
Massachusetts
$227K
BMCM
367
Bryn Mawr Capital Management
Pennsylvania
$224K
CAMG
368
CWA Asset Management Group
Florida
$224K
PGFC
369
Peapack-Gladstone Financial Corp
New Jersey
$223K
FVWA
370
Foster Victor Wealth Advisors
South Carolina
$219K
FRA
371
Frank Rimerman Advisors
California
$215K
NA
372
NewEdge Advisors
Louisiana
$211K
PI
373
Pettee Investors
Connecticut
$210K
FCM
374
Farallon Capital Management
California
$210K
Zurich Cantonal Bank
375
Zurich Cantonal Bank
Switzerland
$207K