502 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

2% less funds holding

Funds holding: 510502 (-8)

19% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 192

Holders
502
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
EWA
426
EverSource Wealth Advisors
Alabama
$16.6K
TRCT
427
Tower Research Capital (TRC)
New York
$16.4K
SAM
428
Smartleaf Asset Management
Massachusetts
$16.3K
CA
429
Clearstead Advisors
Ohio
$15.3K
CI
430
CX Institutional
Indiana
$15K
HPC
431
HM Payson & Co
Maine
$14.4K
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$14.4K
GWM
433
Geneos Wealth Management
Colorado
$13.1K
TCOV
434
Trust Company of Vermont
Vermont
$12.8K
EWP
435
Elevation Wealth Partners
California
$10.9K
HIMS
436
Hager Investment Management Services
New Hampshire
$10.9K
CIA
437
Cape Investment Advisory
Georgia
$10.9K
RFP
438
Root Financial Partners
California
$10.8K
QC
439
Quent Capital
New York
$10K
HIA
440
Harbor Investment Advisory
Maryland
$9.84K
CNBTD
441
Citizens National Bank Trust Department
Mississippi
$9.11K
NWM
442
Nova Wealth Management
Florida
$9.11K
RF
443
Rossby Financial
Florida
$9.11K
AF
444
Alerus Financial
North Dakota
$8.75K
BWL
445
Bogart Wealth LLC
Virginia
$8.2K
CTB
446
Country Trust Bank
Illinois
$7.65K
FDW
447
Fourth Dimension Wealth
Ohio
$6.92K
BIA
448
Bell Investment Advisors
California
$6.2K
NSIM
449
North Star Investment Management
Illinois
$6.2K
POIA
450
Pin Oak Investment Advisors
Texas
$6K