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
NS
351
NBC Securities
Alabama
$253K
QEI
352
QSV Equity Investors
Illinois
$250K
PAG
353
Private Advisor Group
New Jersey
$250K
DIM
354
Delta Investment Management
California
$249K
NWWA
355
New Wave Wealth Advisors
Arkansas
$246K
BCG
356
BayBridge Capital Group
California
$244K
AT
357
American Trust
Kentucky
$243K
MCM
358
MAI Capital Management
Ohio
$243K
WPWM
359
Western Pacific Wealth Management
Illinois
$242K
FHC
360
First Horizon Corporation
Tennessee
$241K
IAIM
361
International Assets Investment Management
Florida
$239K
CSIC
362
Clifford Swan Investment Counsel
California
$238K
SCA
363
Snowden Capital Advisors
New York
$235K
DI
364
DAGCO Inc
Ohio
$232K
RCA
365
Resonant Capital Advisors
Wisconsin
$230K
Wealth Enhancement Advisory Services
366
Wealth Enhancement Advisory Services
Minnesota
$230K
GLF
367
Groupe la Francaise
France
$228K
VAS
368
Vestmark Advisory Solutions
Massachusetts
$227K
BMCM
369
Bryn Mawr Capital Management
Pennsylvania
$224K
CAMG
370
CWA Asset Management Group
Florida
$224K
PGFC
371
Peapack-Gladstone Financial Corp
New Jersey
$223K
FVWA
372
Foster Victor Wealth Advisors
South Carolina
$219K
FRA
373
Frank Rimerman Advisors
California
$215K
NA
374
NewEdge Advisors
Louisiana
$211K
PI
375
Pettee Investors
Connecticut
$210K