485 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 136 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:

15% less capital invested

Capital invested by funds: $13.2B → $11.2B (-$2.01B)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

48% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 136

Holders
485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
TCOV
426
Trust Company of Vermont
Vermont
$10.2K
WA
427
Whipplewood Advisors
Colorado
$9.75K
CTC
428
Central Trust Company
Missouri
$9.75K
HIMS
429
Hager Investment Management Services
New Hampshire
$8.73K
EWP
430
Elevation Wealth Partners
California
$8.73K
TWC
431
TD Waterhouse Canada
Ontario, Canada
$8.31K
NA
432
NewEdge Advisors
Louisiana
$8.15K
HIA
433
Harbor Investment Advisory
Maryland
$8.14K
KIM
434
Kestra Investment Management
Texas
$7.88K
CNBTD
435
Citizens National Bank Trust Department
Mississippi
$7.27K
NWM
436
Nova Wealth Management
Florida
$7.27K
PB
437
Pinnacle Bancorp
Nebraska
$7.27K
RF
438
Rossby Financial
Florida
$7.27K
PTC
439
Private Trust Company
Ohio
$6.76K
BWL
440
Bogart Wealth LLC
Virginia
$6.54K
NC
441
North Capital
Utah
$6.54K
MBFW
442
Morton Brown Family Wealth
Pennsylvania
$6.54K
POIA
443
Pin Oak Investment Advisors
Texas
$6K
TFGT
444
TS Financial Group (TSFG)
Illinois
$6K
FDW
445
Fourth Dimension Wealth
Ohio
$5.53K
CWM
446
Centricity Wealth Management
Ohio
$5.53K
BIA
447
Bell Investment Advisors
California
$5.24K
RAM
448
Riggs Asset Management
Pennsylvania
$4.51K
ACM
449
Accent Capital Management
Ohio
$3.49K
AGWCA
450
Annis Gardner Whiting Capital Advisors
Florida
$3.06K