501 hedge funds and large institutions have $12.8B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 164 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

3.52% less ownership

Funds ownership: 94.04%90.51% (-3.5%)

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$19.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
426
Glass Jacobson Investment Advisors
Maryland
$26.3K
EWA
427
EverSource Wealth Advisors
Alabama
$26.3K
PTC
428
Private Trust Company
Ohio
$24.6K
GRP
429
Global Retirement Partners
California
$23.4K
CA
430
Crewe Advisors
Utah
$22.6K
MPW
431
MASECO Private Wealth
$22.4K
MG
432
Mather Group
Illinois
$21K
CLOS
433
Compagnie Lombard Odier SCmA
Switzerland
$19.3K
SC
434
Steph & Co
Wisconsin
$19.3K
BI
435
Binnacle Investments
Iowa
$18.2K
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$17.7K
MCM
437
Manchester Capital Management
Vermont
$17.5K
EPIME
438
Evelyn Partners Investment Management (Europe)
$17.5K
JWM
439
JPL Wealth Management
Colorado
$17.5K
CA
440
Clearstead Advisors
Ohio
$14.7K
CI
441
CX Institutional
Indiana
$14K
SAM
442
Smartleaf Asset Management
Massachusetts
$13.2K
Nisa Investment Advisors
443
Nisa Investment Advisors
Missouri
$12.4K
TCOV
444
Trust Company of Vermont
Vermont
$12.3K
CFB
445
Cullen/Frost Bankers
Texas
$11.6K
TWC
446
TD Waterhouse Canada
Ontario, Canada
$10.8K
EWP
447
Elevation Wealth Partners
California
$10.5K
HIMS
448
Hager Investment Management Services
New Hampshire
$10.5K
PG
449
Proffitt & Goodson
Tennessee
$10.5K
MWPCG
450
Measured Wealth Private Client Group
New Hampshire
$10.5K