502 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 192 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

2% less funds holding

Funds holding: 510502 (-8)

19% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 192

Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.7M
Puts
$18.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SNB
401
Security National Bank
Nebraska
$36.4K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$34K
Mirae Asset Global Investments
403
Mirae Asset Global Investments
South Korea
$33.9K
HCM
404
Hollencrest Capital Management
California
$33.2K
HNB
405
Huntington National Bank
Ohio
$30.8K
ADL
406
Asset Dedication LLC
California
$29.3K
BCM
407
Boreal Capital Management
Florida
$29.2K
CAL
408
Capital Advisors Ltd
Ohio
$29K
PFBT
409
Parkside Financial Bank & Trust
Missouri
$29K
GJIA
410
Glass Jacobson Investment Advisors
Maryland
$27.3K
TFA
411
Toth Financial Advisory
Virginia
$27.3K
EI
412
EFG International
$27.3K
Bessemer Group
413
Bessemer Group
New Jersey
$27K
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$26.2K
IA
415
IFP Advisors
Florida
$25.7K
PTC
416
Private Trust Company
Ohio
$25.5K
LFG
417
Larson Financial Group
Missouri
$25.1K
MPW
418
MASECO Private Wealth
$23.3K
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$21.9K
CLOS
420
Compagnie Lombard Odier SCmA
Switzerland
$20K
TWC
421
TD Waterhouse Canada
Ontario, Canada
$18.6K
EPIME
422
Evelyn Partners Investment Management (Europe)
$18.2K
FHA
423
Flagship Harbor Advisors
Massachusetts
$18.2K
AG
424
AmeriFlex Group
Nevada
$17.1K
CFB
425
Cullen/Frost Bankers
Texas
$16.8K