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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
FRA
376
Frank Rimerman Advisors
California
$215K +$205K +1,226 New
NA
377
NewEdge Advisors
Louisiana
$211K +$192K +1,149 +2,052%
PI
378
Pettee Investors
Connecticut
$210K -$1.09M -6,501 -84%
FCM
379
Farallon Capital Management
California
$210K +$201K +1,200 New
Zurich Cantonal Bank
380
Zurich Cantonal Bank
Switzerland
$207K +$27.3K +163 +16%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$207K +$198K +1,181 New
PW
382
PUREfi Wealth
Massachusetts
$202K +$193K +1,156 New
PIM
383
Penobscot Investment Management
Massachusetts
$201K +$192K +1,150 New
HR
384
Hardy Reed
Mississippi
$200K +$191K +1,144 New
PD
385
Point72 (DIFC)
United Arab Emirates
$188K +$180K +1,075 New
WBC
386
Westpac Banking Corp
Australia
$183K -$72.5K -433 -29%
PS
387
Principal Securities
Iowa
$176K +$43.5K +260 +35%
Simplex Trading
388
Simplex Trading
Illinois
$175K +$133K +796 +390%
IWA
389
Icon Wealth Advisors
Texas
$166K -$29.1K -174 -15%
Jones Financial Companies
390
Jones Financial Companies
Missouri
$127K +$28.1K +168 +28%
SWM
391
Spire Wealth Management
Virginia
$119K +$10.4K +62 +10%
AAM
392
Advisors Asset Management
Colorado
$106K -$837 -5 -0.8%
Nomura Asset Management
393
Nomura Asset Management
Japan
$102K
SPIA
394
Steward Partners Investment Advisory
New York
$101K -$1K -6 -1%
S
395
SignatureFD
Georgia
$99.9K +$37.3K +223 +64%
ST
396
Smithfield Trust
Pennsylvania
$99K +$93.6K +559 New
PCM
397
Peregrine Capital Management
Minnesota
$91.9K
Mirae Asset Global ETFs Holdings
398
Mirae Asset Global ETFs Holdings
Hong Kong
$91.7K -$36.8K -220 -28%
AAP
399
Arax Advisory Partners
Colorado
$83.8K +$16.9K +101 +27%
BGAI
400
Bruce G. Allen Investments
Colorado
$78.4K +$6.03K +36 +9%