We are live on ! Find out more

513 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 158 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: $ → $

3.71% more ownership

Funds ownership: 92.16%95.86% (+3.7%)

0% more funds holding

Funds holding: 513513 (0)

18% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 192

Holders
513
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
Nisa Investment Advisors
426
Nisa Investment Advisors
Missouri
$21.9K
CLOS
427
Compagnie Lombard Odier SCmA
Switzerland
$20K
TWC
428
TD Waterhouse Canada
Ontario, Canada
$18.6K
EPIME
429
Evelyn Partners Investment Management (Europe)
$18.2K
FHA
430
Flagship Harbor Advisors
Massachusetts
$18.2K
WA
431
Walsh & Associates
Florida
$18.2K
AG
432
AmeriFlex Group
Nevada
$17.1K
CFB
433
Cullen/Frost Bankers
Texas
$16.8K
EWA
434
EverSource Wealth Advisors
Alabama
$16.6K
TRCT
435
Tower Research Capital (TRC)
New York
$16.4K
SAM
436
Smartleaf Asset Management
Massachusetts
$16.3K
CA
437
Clearstead Advisors
Ohio
$15.3K
CI
438
CX Institutional
Indiana
$15K
HPC
439
HM Payson & Co
Maine
$14.4K
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$14.4K
GWM
441
Geneos Wealth Management
Colorado
$13.1K
TCOV
442
Trust Company of Vermont
Vermont
$12.8K
EWP
443
Elevation Wealth Partners
California
$10.9K
HIMS
444
Hager Investment Management Services
New Hampshire
$10.9K
CIA
445
Cape Investment Advisory
Georgia
$10.9K
RFP
446
Root Financial Partners
California
$10.8K
PUI
447
Purpose Unlimited Inc
$10.7K
QC
448
Quent Capital
New York
$10K
HIA
449
Harbor Investment Advisory
Maryland
$9.84K
CNBTD
450
Citizens National Bank Trust Department
Mississippi
$9.11K