485 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 136 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:

15% less capital invested

Capital invested by funds: $13.2B → $11.2B (-$2.01B)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

48% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 136

Holders
485
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
401
Asset Dedication LLC
California
$26.9K
HCM
402
Hollencrest Capital Management
California
$26.5K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$25.5K
SWP
404
Strategic Wealth Partners
Ohio
$24.7K
BCM
405
Boreal Capital Management
Florida
$23.3K
PFBT
406
Parkside Financial Bank & Trust
Missouri
$22.1K
GJIA
407
Glass Jacobson Investment Advisors
Maryland
$21.8K
HNB
408
Huntington National Bank
Ohio
$21.7K
CA
409
Crewe Advisors
Utah
$21.1K
CA
410
Clearstead Advisors
Ohio
$20.9K
WSFS
411
Wilmington Savings Fund Society
Delaware
$19.1K
MPW
412
MASECO Private Wealth
$18.6K
SSG
413
Summit Securities Group
New York
$16.7K
SC
414
Steph & Co
Wisconsin
$16K
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
$16K
AF
416
Alerus Financial
North Dakota
$15.6K
BI
417
Binnacle Investments
Iowa
$15.1K
EPIME
418
Evelyn Partners Investment Management (Europe)
$14.5K
NSIM
419
North Star Investment Management
Illinois
$14.4K
PC
420
Promus Capital
Illinois
$13.5K
EWA
421
EverSource Wealth Advisors
Alabama
$12.9K
SO
422
Sierra Ocean
California
$12.9K
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$12.9K
CI
424
CX Institutional
Indiana
$12K
Nisa Investment Advisors
425
Nisa Investment Advisors
Missouri
$10.8K