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, 147 increasing their positions, 206 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $13.1B → $11B (-$2.06B)

29% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 206

46% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 134

Holders
482
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Strategic Wealth Partners
Ohio
$24.7K
BCM
402
Boreal Capital Management
Florida
$23.3K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$22.1K
GJIA
404
Glass Jacobson Investment Advisors
Maryland
$21.8K
HNB
405
Huntington National Bank
Ohio
$21.7K
CA
406
Crewe Advisors
Utah
$21.1K
CA
407
Clearstead Advisors
Ohio
$20.9K
WSFS
408
Wilmington Savings Fund Society
Delaware
$19.1K
MPW
409
MASECO Private Wealth
$18.6K
SSG
410
Summit Securities Group
New York
$16.7K
SC
411
Steph & Co
Wisconsin
$16K
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$16K
AF
413
Alerus Financial
North Dakota
$15.6K
BI
414
Binnacle Investments
Iowa
$15.1K
NSIM
415
North Star Investment Management
Illinois
$14.4K
PC
416
Promus Capital
Illinois
$13.5K
EWA
417
EverSource Wealth Advisors
Alabama
$12.9K
SO
418
Sierra Ocean
California
$12.9K
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$12.9K
CI
420
CX Institutional
Indiana
$12K
Nisa Investment Advisors
421
Nisa Investment Advisors
Missouri
$10.8K
TCOV
422
Trust Company of Vermont
Vermont
$10.2K
WA
423
Whipplewood Advisors
Colorado
$9.75K
CTC
424
Central Trust Company
Missouri
$9.75K
HIMS
425
Hager Investment Management Services
New Hampshire
$8.73K