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513 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, 169 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 62

20% more call options, than puts

Call options by funds: $23M | Put options by funds: $19.1M

16% more capital invested

Capital invested by funds: $11.2B → $13B (+$1.84B)

5% more funds holding

Funds holding: 489513 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 183

3.22% less ownership

Funds ownership: 95.38%92.16% (-3.2%)

Holders
513
Holders Change
+24
Holders Change %
+4.91%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
169
Reduced
183
Closed
62
Calls
$23M
Puts
$19.1M
Net Calls
+$3.9M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Strategic Wealth Partners
Ohio
$29.8K
HNB
427
Huntington National Bank
Ohio
$29.4K +$3.18K +19 +13%
WSFS
428
Wilmington Savings Fund Society
Delaware
$28.5K +$5.36K +32 +24%
ADL
429
Asset Dedication LLC
California
$28.2K -$4.02K -24 -13%
BCM
430
Boreal Capital Management
Florida
$28K
PFBT
431
Parkside Financial Bank & Trust
Missouri
$28K +$1.34K +8 +5%
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$27.8K -$2.68K -16 -9%
CAL
433
Capital Advisors Ltd
Ohio
$27K -$26.3K -157 -50%
GJIA
434
Glass Jacobson Investment Advisors
Maryland
$26.3K
EWA
435
EverSource Wealth Advisors
Alabama
$26.3K +$10.2K +61 +69%
PTC
436
Private Trust Company
Ohio
$24.6K +$15.7K +94 +200%
GRP
437
Global Retirement Partners
California
$23.4K -$20.8K -124 -48%
CA
438
Crewe Advisors
Utah
$22.6K -$2.68K -16 -11%
MPW
439
MASECO Private Wealth
$22.4K
MG
440
Mather Group
Illinois
$21K +$20.1K +120 New
CLOS
441
Compagnie Lombard Odier SCmA
Switzerland
$19.3K
SC
442
Steph & Co
Wisconsin
$19.3K
BI
443
Binnacle Investments
Iowa
$18.2K
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$17.7K +$2.01K +12 +13%
MCM
445
Manchester Capital Management
Vermont
$17.5K +$16.7K +100 New
EPIME
446
Evelyn Partners Investment Management (Europe)
$17.5K
JWM
447
JPL Wealth Management
Colorado
$17.5K +$16.7K +100 New
CA
448
Clearstead Advisors
Ohio
$14.7K -$10K -60 -42%
CI
449
CX Institutional
Indiana
$14K
SAM
450
Smartleaf Asset Management
Massachusetts
$13.2K +$11.4K +68 +523%