510 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 157 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: $ → $

3.7% more ownership

Funds ownership: 92.14%95.84% (+3.7%)

0% less funds holding

Funds holding: 512510 (-2)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 192

Holders
510
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
FFA
401
Farther Finance Advisors
California
$51.6K
LI
402
LRI Investments
Florida
$50.7K
BTI
403
Blue Trust Inc
Georgia
$39K
SNB
404
Security National Bank
Nebraska
$36.4K
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$34K
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$33.9K
HCM
407
Hollencrest Capital Management
California
$33.2K
SWP
408
Strategic Wealth Partners
Ohio
$31K
HNB
409
Huntington National Bank
Ohio
$30.8K
ADL
410
Asset Dedication LLC
California
$29.3K
BCM
411
Boreal Capital Management
Florida
$29.2K
CAL
412
Capital Advisors Ltd
Ohio
$29K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$29K
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$27.3K
EI
415
EFG International
$27.3K
TFA
416
Toth Financial Advisory
Virginia
$27.3K
Bessemer Group
417
Bessemer Group
New Jersey
$27K
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$26.2K
IA
419
IFP Advisors
Florida
$25.7K
PTC
420
Private Trust Company
Ohio
$25.5K
LFG
421
Larson Financial Group
Missouri
$25.1K
MPW
422
MASECO Private Wealth
$23.3K
Nisa Investment Advisors
423
Nisa Investment Advisors
Missouri
$21.9K
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$20K
TWC
425
TD Waterhouse Canada
Ontario, Canada
$18.6K