510 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 192 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

3.7% more ownership

Funds ownership: 92.14%95.84% (+3.7%)

0% less funds holding

Funds holding: 512510 (-2)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 192

Holders
510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.7M
Puts
$18.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
351
New Wave Wealth Advisors
Arkansas
$270K
BCG
352
BayBridge Capital Group
California
$257K
WPWM
353
Western Pacific Wealth Management
Illinois
$251K
TIA
354
Tandem Investment Advisors
South Carolina
$251K
FHC
355
First Horizon Corporation
Tennessee
$251K
CFO
356
Callan Family Office
Pennsylvania
$249K
QEI
357
QSV Equity Investors
Illinois
$248K
CSIC
358
Clifford Swan Investment Counsel
California
$248K
GC
359
Guggenheim Capital
Illinois
$244K
AWAU
360
Alliance Wealth Advisors (Utah)
Utah
$243K
AT
361
American Trust
Kentucky
$242K
MCM
362
MAI Capital Management
Ohio
$242K
DI
363
DAGCO Inc
Ohio
$241K
NA
364
NewEdge Advisors
Louisiana
$238K
GLF
365
Groupe la Francaise
France
$237K
AA
366
AlphaCentric Advisors
Puerto Rico
$236K
NS
367
NBC Securities
Alabama
$236K
RCA
368
Resonant Capital Advisors
Wisconsin
$236K
PAG
369
Private Advisor Group
New Jersey
$235K
UCFA
370
United Capital Financial Advisors
Texas
$229K
FRA
371
Frank Rimerman Advisors
California
$223K
PI
372
Pettee Investors
Connecticut
$219K
FCM
373
Farallon Capital Management
California
$219K
GT
374
Glenmede Trust
Pennsylvania
$214K
WA
375
Waverly Advisors
Alabama
$211K