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513 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 158 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

3.71% more ownership

Funds ownership: 92.16%95.86% (+3.7%)

0% more funds holding

Funds holding: 513513 (0)

18% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 192

Holders
513
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
AAP
401
Arax Advisory Partners
Colorado
$63.6K
BWA
402
Basecamp Wealth Advisors
Washington
$58.9K
AF
403
Abound Financial
California
$54.5K
FFA
404
Farther Finance Advisors
California
$51.6K
LI
405
LRI Investments
Florida
$50.7K
BTI
406
Blue Trust Inc
Georgia
$39K
SNB
407
Security National Bank
Nebraska
$36.4K
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$34K
Mirae Asset Global Investments
409
Mirae Asset Global Investments
South Korea
$33.9K
HCM
410
Hollencrest Capital Management
California
$33.2K
SWP
411
Strategic Wealth Partners
Ohio
$31K
HNB
412
Huntington National Bank
Ohio
$30.8K
ADL
413
Asset Dedication LLC
California
$29.3K
BCM
414
Boreal Capital Management
Florida
$29.2K
CAL
415
Capital Advisors Ltd
Ohio
$29K
PFBT
416
Parkside Financial Bank & Trust
Missouri
$29K
GJIA
417
Glass Jacobson Investment Advisors
Maryland
$27.3K
EI
418
EFG International
$27.3K
TFA
419
Toth Financial Advisory
Virginia
$27.3K
Bessemer Group
420
Bessemer Group
New Jersey
$27K
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$26.2K
IA
422
IFP Advisors
Florida
$25.7K
PTC
423
Private Trust Company
Ohio
$25.5K
LFG
424
Larson Financial Group
Missouri
$25.1K
MPW
425
MASECO Private Wealth
$23.3K