485 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $13.2B → $11.2B (-$2.01B)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

48% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 136

Holders
485
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$211K
SCA
352
Snowden Capital Advisors
New York
$208K
CA
353
CSM Advisors
Pennsylvania
$204K
AF
354
Allworth Financial
California
$203K
MCM
355
MAI Capital Management
Ohio
$202K
WPWM
356
Western Pacific Wealth Management
Illinois
$201K
HH
357
Hilltop Holdings
Texas
$200K
GLF
358
Groupe la Francaise
France
$188K
NS
359
NBC Securities
Alabama
$169K
IWA
360
Icon Wealth Advisors
Texas
$163K
Zurich Cantonal Bank
361
Zurich Cantonal Bank
Switzerland
$149K
Mirae Asset Global ETFs Holdings
362
Mirae Asset Global ETFs Holdings
Hong Kong
$113K
PS
363
Principal Securities
Iowa
$109K
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$104K
IA
365
IFP Advisors
Florida
$95K
SWM
366
Spire Wealth Management
Virginia
$89.6K
AAM
367
Advisors Asset Management
Colorado
$89K
Jones Financial Companies
368
Jones Financial Companies
Missouri
$88.2K
GBT
369
Grove Bank & Trust
Florida
$86.5K
SPIA
370
Steward Partners Investment Advisory
New York
$84.9K
Nomura Asset Management
371
Nomura Asset Management
Japan
$84.4K
GWM
372
Geneos Wealth Management
Colorado
$78.7K
PCM
373
Peregrine Capital Management
Minnesota
$76.4K
PA
374
Parallel Advisors
California
$64.4K
BIG
375
Brooklyn Investment Group
New York
$63K