482 hedge funds and large institutions have $11B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 205 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-67
Holders Change %
-12.2%
% of All Funds
6.46%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
72
Increased
148
Reduced
205
Closed
132
Calls
$18.1M
Puts
$8.93M
Net Calls
+$9.17M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
401
Strategic Wealth Partners
Ohio
$24.7K +$24.7K +170 New
BCM
402
Boreal Capital Management
Florida
$23.3K +$23.3K +160 New
PFBT
403
Parkside Financial Bank & Trust
Missouri
$22.1K +$15K +103 +210%
GJIA
404
Glass Jacobson Investment Advisors
Maryland
$21.8K
HNB
405
Huntington National Bank
Ohio
$21.7K -$42.8K -294 -66%
CA
406
Crewe Advisors
Utah
$21.1K
CA
407
Clearstead Advisors
Ohio
$20.9K -$40.6K -279 -66%
WSFS
408
Wilmington Savings Fund Society
Delaware
$19.1K -$489K -3,363 -96%
MPW
409
MASECO Private Wealth
$18.6K +$18.6K +128 New
SSG
410
Summit Securities Group
New York
$16.7K +$16.7K +115 New
SC
411
Steph & Co
Wisconsin
$16K -$194K -1,333 -92%
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$16K +$16K +110 New
AF
413
Alerus Financial
North Dakota
$15.6K +$15.6K +107 New
BI
414
Binnacle Investments
Iowa
$15.1K -$3.64K -25 -19%
NSIM
415
North Star Investment Management
Illinois
$14.4K +$3.49K +24 +32%
PC
416
Promus Capital
Illinois
$13.5K
EWA
417
EverSource Wealth Advisors
Alabama
$12.9K +$5.82K +40 +82%
SO
418
Sierra Ocean
California
$12.9K -$5.24K -36 -29%
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$12.9K +$1.16K +8 +10%
CI
420
CX Institutional
Indiana
$12K -$450 -3 -4%
Nisa Investment Advisors
421
Nisa Investment Advisors
Missouri
$10.8K +$10.8K +74 New
TCOV
422
Trust Company of Vermont
Vermont
$10.2K
WA
423
Whipplewood Advisors
Colorado
$9.75K -$5.24K -36 -35%
CTC
424
Central Trust Company
Missouri
$9.75K
EWP
425
Elevation Wealth Partners
California
$8.73K