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, 147 increasing their positions, 206 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $13.1B → $11B (-$2.06B)

29% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 206

46% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 134

Holders
482
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
426
Elevation Wealth Partners
California
$8.73K
TWC
427
TD Waterhouse Canada
Ontario, Canada
$8.31K
NA
428
NewEdge Advisors
Louisiana
$8.15K
HIA
429
Harbor Investment Advisory
Maryland
$8.14K
KIM
430
Kestra Investment Management
Texas
$7.88K
PB
431
Pinnacle Bancorp
Nebraska
$7.27K
CNBTD
432
Citizens National Bank Trust Department
Mississippi
$7.27K
NWM
433
Nova Wealth Management
Florida
$7.27K
RF
434
Rossby Financial
Florida
$7.27K
PTC
435
Private Trust Company
Ohio
$6.76K
BWL
436
Bogart Wealth LLC
Virginia
$6.54K
MBFW
437
Morton Brown Family Wealth
Pennsylvania
$6.54K
NC
438
North Capital
Utah
$6.54K
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
ACM
445
Accent Capital Management
Ohio
$3.49K
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$3.06K
AA
447
Ancora Advisors
Ohio
$2.91K
HNB
448
Hilltop National Bank
Wyoming
$2.91K
FNWA
449
Financial Network Wealth Advisors
Utah
$2.76K
FAM
450
Flaharty Asset Management
Florida
$2.62K