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
FCM
376
Farallon Capital Management
California
$210K
Zurich Cantonal Bank
377
Zurich Cantonal Bank
Switzerland
$207K
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$207K
PW
379
PUREfi Wealth
Massachusetts
$202K
PIM
380
Penobscot Investment Management
Massachusetts
$201K
HR
381
Hardy Reed
Mississippi
$200K
PD
382
Point72 (DIFC)
United Arab Emirates
$188K
WBC
383
Westpac Banking Corp
Australia
$183K
PS
384
Principal Securities
Iowa
$176K
Simplex Trading
385
Simplex Trading
Illinois
$175K
IWA
386
Icon Wealth Advisors
Texas
$166K
Jones Financial Companies
387
Jones Financial Companies
Missouri
$127K
SWM
388
Spire Wealth Management
Virginia
$119K
AAM
389
Advisors Asset Management
Colorado
$106K
Nomura Asset Management
390
Nomura Asset Management
Japan
$102K
SPIA
391
Steward Partners Investment Advisory
New York
$101K
S
392
SignatureFD
Georgia
$99.9K
ST
393
Smithfield Trust
Pennsylvania
$99K
PCM
394
Peregrine Capital Management
Minnesota
$91.9K
Mirae Asset Global ETFs Holdings
395
Mirae Asset Global ETFs Holdings
Hong Kong
$91.7K
AAP
396
Arax Advisory Partners
Colorado
$83.8K
BGAI
397
Bruce G. Allen Investments
Colorado
$78.4K
PA
398
Parallel Advisors
California
$78.2K
QCG
399
Quadrant Capital Group
Ohio
$78.2K
TFA
400
Transamerica Financial Advisors
Florida
$78.1K