510 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 183 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: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 183

3.23% less ownership

Funds ownership: 95.34%92.11% (-3.2%)

Holders
510
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
$23M
Puts
$19.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
426
Wilmington Savings Fund Society
Delaware
$28.5K
ADL
427
Asset Dedication LLC
California
$28.2K
BCM
428
Boreal Capital Management
Florida
$28K
PFBT
429
Parkside Financial Bank & Trust
Missouri
$28K
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$27.8K
CAL
431
Capital Advisors Ltd
Ohio
$27K
GJIA
432
Glass Jacobson Investment Advisors
Maryland
$26.3K
EWA
433
EverSource Wealth Advisors
Alabama
$26.3K
PTC
434
Private Trust Company
Ohio
$24.6K
GRP
435
Global Retirement Partners
California
$23.4K
CA
436
Crewe Advisors
Utah
$22.6K
MPW
437
MASECO Private Wealth
$22.4K
MG
438
Mather Group
Illinois
$21K
SC
439
Steph & Co
Wisconsin
$19.3K
CLOS
440
Compagnie Lombard Odier SCmA
Switzerland
$19.3K
BI
441
Binnacle Investments
Iowa
$18.2K
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$17.7K
MCM
443
Manchester Capital Management
Vermont
$17.5K
EPIME
444
Evelyn Partners Investment Management (Europe)
$17.5K
JWM
445
JPL Wealth Management
Colorado
$17.5K
CA
446
Clearstead Advisors
Ohio
$14.7K
CI
447
CX Institutional
Indiana
$14K
SAM
448
Smartleaf Asset Management
Massachusetts
$13.2K
Nisa Investment Advisors
449
Nisa Investment Advisors
Missouri
$12.4K
TCOV
450
Trust Company of Vermont
Vermont
$12.3K