510 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, 168 increasing their positions, 183 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: 168 | Existing positions reduced: 183

3.23% less ownership

Funds ownership: 95.34%92.11% (-3.2%)

Holders
510
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
PI
376
Pettee Investors
Connecticut
$210K
FCM
377
Farallon Capital Management
California
$210K
Zurich Cantonal Bank
378
Zurich Cantonal Bank
Switzerland
$207K
Mercer Global Advisors
379
Mercer Global Advisors
Colorado
$207K
PW
380
PUREfi Wealth
Massachusetts
$202K
PIM
381
Penobscot Investment Management
Massachusetts
$201K
HR
382
Hardy Reed
Mississippi
$200K
PD
383
Point72 (DIFC)
United Arab Emirates
$188K
WBC
384
Westpac Banking Corp
Australia
$183K
PS
385
Principal Securities
Iowa
$176K
Simplex Trading
386
Simplex Trading
Illinois
$175K
IWA
387
Icon Wealth Advisors
Texas
$166K
Jones Financial Companies
388
Jones Financial Companies
Missouri
$127K
SWM
389
Spire Wealth Management
Virginia
$119K
AAM
390
Advisors Asset Management
Colorado
$106K
Nomura Asset Management
391
Nomura Asset Management
Japan
$102K
SPIA
392
Steward Partners Investment Advisory
New York
$101K
S
393
SignatureFD
Georgia
$99.9K
ST
394
Smithfield Trust
Pennsylvania
$99K
PCM
395
Peregrine Capital Management
Minnesota
$91.9K
Mirae Asset Global ETFs Holdings
396
Mirae Asset Global ETFs Holdings
Hong Kong
$91.7K
AAP
397
Arax Advisory Partners
Colorado
$83.8K
BGAI
398
Bruce G. Allen Investments
Colorado
$78.4K
PA
399
Parallel Advisors
California
$78.2K
QCG
400
Quadrant Capital Group
Ohio
$78.2K