505 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 157 increasing their positions, 191 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:

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

1% less funds holding

Funds holding: 510505 (-5)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 191

Holders
505
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
LI
401
LRI Investments
Florida
$50.7K
BTI
402
Blue Trust Inc
Georgia
$39K
SNB
403
Security National Bank
Nebraska
$36.4K
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$34K
Mirae Asset Global Investments
405
Mirae Asset Global Investments
South Korea
$33.9K
HCM
406
Hollencrest Capital Management
California
$33.2K
HNB
407
Huntington National Bank
Ohio
$30.8K
ADL
408
Asset Dedication LLC
California
$29.3K
BCM
409
Boreal Capital Management
Florida
$29.2K
CAL
410
Capital Advisors Ltd
Ohio
$29K
PFBT
411
Parkside Financial Bank & Trust
Missouri
$29K
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$27.3K
TFA
413
Toth Financial Advisory
Virginia
$27.3K
EI
414
EFG International
$27.3K
Bessemer Group
415
Bessemer Group
New Jersey
$27K
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$26.2K
IA
417
IFP Advisors
Florida
$25.7K
PTC
418
Private Trust Company
Ohio
$25.5K
LFG
419
Larson Financial Group
Missouri
$25.1K
MPW
420
MASECO Private Wealth
$23.3K
Nisa Investment Advisors
421
Nisa Investment Advisors
Missouri
$21.9K
CLOS
422
Compagnie Lombard Odier SCmA
Switzerland
$20K
TWC
423
TD Waterhouse Canada
Ontario, Canada
$18.6K
EPIME
424
Evelyn Partners Investment Management (Europe)
$18.2K
FHA
425
Flagship Harbor Advisors
Massachusetts
$18.2K