482 hedge funds and large institutions have $11B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 205 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-67
Holders Change %
-12.2%
% of All Funds
6.46%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
72
Increased
148
Reduced
205
Closed
132
Calls
$18.1M
Puts
$8.93M
Net Calls
+$9.17M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HIMS
426
Hager Investment Management Services
New Hampshire
$8.73K
TWC
427
TD Waterhouse Canada
Ontario, Canada
$8.31K -$223K -1,500 -96%
NA
428
NewEdge Advisors
Louisiana
$8.15K -$369K -2,537 -98%
HIA
429
Harbor Investment Advisory
Maryland
$8.15K +$2.33K +16 +40%
KIM
430
Kestra Investment Management
Texas
$7.88K
PB
431
Pinnacle Bancorp
Nebraska
$7.27K
NWM
432
Nova Wealth Management
Florida
$7.27K
CNBTD
433
Citizens National Bank Trust Department
Mississippi
$7.27K
RF
434
Rossby Financial
Florida
$7.27K +$7.27K +50 New
PTC
435
Private Trust Company
Ohio
$6.76K -$26.3K -183 -80%
BWL
436
Bogart Wealth LLC
Virginia
$6.55K -$1.6K -11 -20%
NC
437
North Capital
Utah
$6.55K
MBFW
438
Morton Brown Family Wealth
Pennsylvania
$6.55K
TFGT
439
TS Financial Group (TSFG)
Illinois
$6K
POIA
440
Pin Oak Investment Advisors
Texas
$6K
CWM
441
Centricity Wealth Management
Ohio
$5.53K
FDW
442
Fourth Dimension Wealth
Ohio
$5.53K
BIA
443
Bell Investment Advisors
California
$5.24K
RAM
444
Riggs Asset Management
Pennsylvania
$4.51K +$4.51K +31 New
ACM
445
Accent Capital Management
Ohio
$3.49K
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$3.06K +$3.06K +21 New
AA
447
Ancora Advisors
Ohio
$2.91K
HNB
448
Hilltop National Bank
Wyoming
$2.91K +$2.91K +20 New
FNWA
449
Financial Network Wealth Advisors
Utah
$2.76K +$2.76K +19 New
FAM
450
Flaharty Asset Management
Florida
$2.62K