510 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 192 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

3.7% more ownership

Funds ownership: 92.14%95.84% (+3.7%)

0% less funds holding

Funds holding: 512510 (-2)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 192

Holders
510
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
EPIME
426
Evelyn Partners Investment Management (Europe)
$18.2K
FHA
427
Flagship Harbor Advisors
Massachusetts
$18.2K
WA
428
Walsh & Associates
Florida
$18.2K
AG
429
AmeriFlex Group
Nevada
$17.1K
CFB
430
Cullen/Frost Bankers
Texas
$16.8K
EWA
431
EverSource Wealth Advisors
Alabama
$16.6K
TRCT
432
Tower Research Capital (TRC)
New York
$16.4K
SAM
433
Smartleaf Asset Management
Massachusetts
$16.3K
CA
434
Clearstead Advisors
Ohio
$15.3K
CI
435
CX Institutional
Indiana
$15K
HPC
436
HM Payson & Co
Maine
$14.4K
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$14.4K
GWM
438
Geneos Wealth Management
Colorado
$13.1K
TCOV
439
Trust Company of Vermont
Vermont
$12.8K
EWP
440
Elevation Wealth Partners
California
$10.9K
HIMS
441
Hager Investment Management Services
New Hampshire
$10.9K
CIA
442
Cape Investment Advisory
Georgia
$10.9K
RFP
443
Root Financial Partners
California
$10.8K
PUI
444
Purpose Unlimited Inc
$10.7K
QC
445
Quent Capital
New York
$10K
HIA
446
Harbor Investment Advisory
Maryland
$9.84K
CNBTD
447
Citizens National Bank Trust Department
Mississippi
$9.11K
NWM
448
Nova Wealth Management
Florida
$9.11K
RF
449
Rossby Financial
Florida
$9.11K
AF
450
Alerus Financial
North Dakota
$8.75K