501 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, 164 increasing their positions, 180 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: 164 | Existing positions reduced: 180

3.52% less ownership

Funds ownership: 94.04%90.51% (-3.5%)

Holders
501
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
PW
376
PUREfi Wealth
Massachusetts
$202K
PIM
377
Penobscot Investment Management
Massachusetts
$201K
HR
378
Hardy Reed
Mississippi
$200K
PD
379
Point72 (DIFC)
United Arab Emirates
$188K
WBC
380
Westpac Banking Corp
Australia
$183K
PS
381
Principal Securities
Iowa
$176K
Simplex Trading
382
Simplex Trading
Illinois
$175K
IWA
383
Icon Wealth Advisors
Texas
$166K
Jones Financial Companies
384
Jones Financial Companies
Missouri
$127K
SWM
385
Spire Wealth Management
Virginia
$119K
AAM
386
Advisors Asset Management
Colorado
$106K
Nomura Asset Management
387
Nomura Asset Management
Japan
$102K
SPIA
388
Steward Partners Investment Advisory
New York
$101K
S
389
SignatureFD
Georgia
$99.9K
ST
390
Smithfield Trust
Pennsylvania
$99K
PCM
391
Peregrine Capital Management
Minnesota
$91.9K
Mirae Asset Global ETFs Holdings
392
Mirae Asset Global ETFs Holdings
Hong Kong
$91.7K
AAP
393
Arax Advisory Partners
Colorado
$83.8K
BGAI
394
Bruce G. Allen Investments
Colorado
$78.4K
PA
395
Parallel Advisors
California
$78.2K
QCG
396
Quadrant Capital Group
Ohio
$78.2K
TFA
397
Transamerica Financial Advisors
Florida
$78.1K
BNP Paribas Asset Management
398
BNP Paribas Asset Management
France
$74K
GBT
399
Grove Bank & Trust
Florida
$73.3K
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.4K