502 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

2% less funds holding

Funds holding: 510502 (-8)

19% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 192

Holders
502
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
PSFG
451
Park Square Financial Group
Georgia
$5.87K
MBFW
452
Morton Brown Family Wealth
Pennsylvania
$5.47K
T
453
Transce3nd
Texas
$5.45K
OC
454
Optima Capital
Oregon
$4.37K
JSAM
455
J. Safra Asset Management
New York
$4.19K
AWA
456
Acumen Wealth Advisors
Tennessee
$4.01K
VWM
457
Valley Wealth Managers
New Jersey
$3.83K
TAM
458
Tucker Asset Management
Colorado
$3.83K
AA
459
Ancora Advisors
Ohio
$3.64K
FNWA
460
Financial Network Wealth Advisors
Utah
$3.46K
SC
461
SouthState Corp
Florida
$3.1K
MCA
462
Maryland Capital Advisors
Maryland
$2.92K
CFO
463
CVA Family Office
Colorado
$2.92K
CFM
464
Cornerstone Financial Management
Massachusetts
$2.92K
GSWM
465
Golden State Wealth Management
California
$2.73K
JWA
466
JFS Wealth Advisors
Pennsylvania
$2.73K
WA
467
WPG Advisers
Maryland
$2.55K
CA
468
Crewe Advisors
Utah
$2.19K
PWA
469
Physician Wealth Advisors
Utah
$2.19K
CSC
470
Caldwell Sutter Capital
California
$2.19K
WB
471
Webster Bank
Connecticut
$2.19K
PWMG
472
Prestige Wealth Management Group
New Jersey
$2K
DJSG
473
D.J. St. Germain
Massachusetts
$2K
MTI
474
Merrithew & Thorsten Inc
California
$2K
SS
475
SBI Securities
Japan
$1.82K