510 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 183

3.23% less ownership

Funds ownership: 95.34%92.11% (-3.2%)

Holders
510
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
$23M
Puts
$19.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$11.6K
TWC
452
TD Waterhouse Canada
Ontario, Canada
$10.8K
EWP
453
Elevation Wealth Partners
California
$10.5K
HIMS
454
Hager Investment Management Services
New Hampshire
$10.5K
MWPCG
455
Measured Wealth Private Client Group
New Hampshire
$10.5K
PG
456
Proffitt & Goodson
Tennessee
$10.5K
HIA
457
Harbor Investment Advisory
Maryland
$9.8K
QC
458
Quent Capital
New York
$9.63K
RF
459
Rossby Financial
Florida
$9.62K
NWM
460
Nova Wealth Management
Florida
$8.75K
CNBTD
461
Citizens National Bank Trust Department
Mississippi
$8.75K
PB
462
Pinnacle Bancorp
Nebraska
$8.75K
AF
463
Alerus Financial
North Dakota
$8.4K
NSIM
464
North Star Investment Management
Illinois
$8.4K
NC
465
North Capital
Utah
$8.05K
CIA
466
Cape Investment Advisory
Georgia
$8.05K
BWL
467
Bogart Wealth LLC
Virginia
$7.88K
WANY
468
Wealthspire Advisors (New York)
New York
$7.88K
CTB
469
Country Trust Bank
Illinois
$7.35K
POIA
470
Pin Oak Investment Advisors
Texas
$6.65K
FDW
471
Fourth Dimension Wealth
Ohio
$6.65K
BIA
472
Bell Investment Advisors
California
$5.95K
MBFW
473
Morton Brown Family Wealth
Pennsylvania
$5.25K
GFWA
474
Grey Fox Wealth Advisors
Delaware
$4.72K
EB
475
Eastern Bank
Massachusetts
$4.38K