485 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $13.2B → $11.2B (-$2.01B)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

48% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 136

Holders
485
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
451
Ancora Advisors
Ohio
$2.91K
HNB
452
Hilltop National Bank
Wyoming
$2.91K
FNWA
453
Financial Network Wealth Advisors
Utah
$2.76K
CFO
454
CVA Family Office
Colorado
$2.47K
MCA
455
Maryland Capital Advisors
Maryland
$2.33K
TC
456
Truvestments Capital
Florida
$2.33K
CFB
457
Cullen/Frost Bankers
Texas
$1.89K
SAM
458
Smartleaf Asset Management
Massachusetts
$1.88K
WB
459
Webster Bank
Connecticut
$1.75K
CSC
460
Caldwell Sutter Capital
California
$1.75K
BCMLT
461
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K
PWMG
462
Prestige Wealth Management Group
New Jersey
$1.6K
DJSG
463
D.J. St. Germain
Massachusetts
$1.6K
SS
464
SBI Securities
Japan
$1.46K
CPG
465
Cornerstone Planning Group
New Jersey
$1.33K
HWM
466
HighMark Wealth Management
Minnesota
$1.31K
OLVIG
467
Oliver Lagore Vanvalin Investment Group
Michigan
$1.05K
CFD
468
Creative Financial Designs
Indiana
$1.02K
GSWM
469
Golden State Wealth Management
California
$1.02K
FFO
470
Fortitude Family Office
Arizona
$873
TPCW
471
TD Private Client Wealth
New York
$727
KWM
472
Kiker Wealth Management
Georgia
$727
MCM
473
MV Capital Management
Maryland
$582
CTB
474
Country Trust Bank
Illinois
$582
PP
475
Pacifica Partners
Canada
$578