We are live on ! Find out more

513 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 169 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 62

20% more call options, than puts

Call options by funds: $23M | Put options by funds: $19.1M

16% more capital invested

Capital invested by funds: $11.2B → $13B (+$1.84B)

5% more funds holding

Funds holding: 489513 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 183

3.22% less ownership

Funds ownership: 95.38%92.16% (-3.2%)

Holders
513
Holders Change
+24
Holders Change %
+4.91%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
169
Reduced
183
Closed
62
Calls
$23M
Puts
$19.1M
Net Calls
+$3.9M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
351
Glenmede Investment Management
Pennsylvania
$266K -$11.9K -71 -4%
FNBOH
352
First National Bank of Hutchinson
Kansas
$265K +$254K +1,515 New
Allianz Asset Management
353
Allianz Asset Management
Germany
$263K +$251K +1,500 New
NS
354
NBC Securities
Alabama
$253K +$46.5K +278 +24%
QEI
355
QSV Equity Investors
Illinois
$250K -$4.69K -28 -2%
PAG
356
Private Advisor Group
New Jersey
$250K -$11.7K -70 -5%
DIM
357
Delta Investment Management
California
$249K +$238K +1,425 New
NWWA
358
New Wave Wealth Advisors
Arkansas
$246K +$235K +1,407 New
BCG
359
BayBridge Capital Group
California
$244K +$234K +1,397 New
AT
360
American Trust
Kentucky
$243K -$39.2K -234 -14%
MCM
361
MAI Capital Management
Ohio
$243K
WPWM
362
Western Pacific Wealth Management
Illinois
$242K
FHC
363
First Horizon Corporation
Tennessee
$241K +$230K +1,377 New
IAIM
364
International Assets Investment Management
Florida
$239K
CSIC
365
Clifford Swan Investment Counsel
California
$238K +$228K +1,360 New
SCA
366
Snowden Capital Advisors
New York
$235K -$14.6K -87 -6%
DI
367
DAGCO Inc
Ohio
$232K -$146K -875 -40%
RCA
368
Resonant Capital Advisors
Wisconsin
$230K +$220K +1,314 New
Wealth Enhancement Advisory Services
369
Wealth Enhancement Advisory Services
Minnesota
$230K +$206K +1,231 New
GLF
370
Groupe la Francaise
France
$228K
VAS
371
Vestmark Advisory Solutions
Massachusetts
$227K -$35K -209 -14%
BMCM
372
Bryn Mawr Capital Management
Pennsylvania
$224K -$130K -774 -38%
CAMG
373
CWA Asset Management Group
Florida
$224K +$214K +1,278 New
PGFC
374
Peapack-Gladstone Financial Corp
New Jersey
$223K -$31.1K -186 -13%
FVWA
375
Foster Victor Wealth Advisors
South Carolina
$219K +$189K +1,127 New