506 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 181 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: 167 | Existing positions reduced: 181

3.18% less ownership

Funds ownership: 95.29%92.11% (-3.2%)

Holders
506
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
ADL
426
Asset Dedication LLC
California
$28.2K
PFBT
427
Parkside Financial Bank & Trust
Missouri
$28K
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$27.8K
CAL
429
Capital Advisors Ltd
Ohio
$27K
GJIA
430
Glass Jacobson Investment Advisors
Maryland
$26.3K
EWA
431
EverSource Wealth Advisors
Alabama
$26.3K
PTC
432
Private Trust Company
Ohio
$24.6K
GRP
433
Global Retirement Partners
California
$23.4K
CA
434
Crewe Advisors
Utah
$22.6K
MPW
435
MASECO Private Wealth
$22.4K
MG
436
Mather Group
Illinois
$21K
CLOS
437
Compagnie Lombard Odier SCmA
Switzerland
$19.3K
SC
438
Steph & Co
Wisconsin
$19.3K
BI
439
Binnacle Investments
Iowa
$18.2K
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$17.7K
MCM
441
Manchester Capital Management
Vermont
$17.5K
EPIME
442
Evelyn Partners Investment Management (Europe)
$17.5K
JWM
443
JPL Wealth Management
Colorado
$17.5K
CA
444
Clearstead Advisors
Ohio
$14.7K
CI
445
CX Institutional
Indiana
$14K
SAM
446
Smartleaf Asset Management
Massachusetts
$13.2K
Nisa Investment Advisors
447
Nisa Investment Advisors
Missouri
$12.4K
TCOV
448
Trust Company of Vermont
Vermont
$12.3K
CFB
449
Cullen/Frost Bankers
Texas
$11.6K
TWC
450
TD Waterhouse Canada
Ontario, Canada
$10.8K