505 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 157 increasing their positions, 191 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

1% less funds holding

Funds holding: 510505 (-5)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 191

Holders
505
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.7M
Puts
$18.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
426
AmeriFlex Group
Nevada
$17.1K
CFB
427
Cullen/Frost Bankers
Texas
$16.8K
EWA
428
EverSource Wealth Advisors
Alabama
$16.6K
TRCT
429
Tower Research Capital (TRC)
New York
$16.4K
SAM
430
Smartleaf Asset Management
Massachusetts
$16.3K
CA
431
Clearstead Advisors
Ohio
$15.3K
CI
432
CX Institutional
Indiana
$15K
HPC
433
HM Payson & Co
Maine
$14.4K
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$14.4K
GWM
435
Geneos Wealth Management
Colorado
$13.1K
TCOV
436
Trust Company of Vermont
Vermont
$12.8K
EWP
437
Elevation Wealth Partners
California
$10.9K
HIMS
438
Hager Investment Management Services
New Hampshire
$10.9K
CIA
439
Cape Investment Advisory
Georgia
$10.9K
RFP
440
Root Financial Partners
California
$10.8K
PUI
441
Purpose Unlimited Inc
$10.7K
QC
442
Quent Capital
New York
$10K
HIA
443
Harbor Investment Advisory
Maryland
$9.84K
CNBTD
444
Citizens National Bank Trust Department
Mississippi
$9.11K
NWM
445
Nova Wealth Management
Florida
$9.11K
RF
446
Rossby Financial
Florida
$9.11K
AF
447
Alerus Financial
North Dakota
$8.75K
BWL
448
Bogart Wealth LLC
Virginia
$8.2K
CTB
449
Country Trust Bank
Illinois
$7.65K
FDW
450
Fourth Dimension Wealth
Ohio
$6.92K