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513 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, 169 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 62

20% more call options, than puts

Call options by funds: $23M | Put options by funds: $19.1M

16% more capital invested

Capital invested by funds: $11.2B → $13B (+$1.84B)

5% more funds holding

Funds holding: 489513 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 183

3.22% less ownership

Funds ownership: 95.38%92.16% (-3.2%)

Holders
513
Holders Change
+24
Holders Change %
+4.91%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
169
Reduced
183
Closed
62
Calls
$23M
Puts
$19.1M
Net Calls
+$3.9M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
451
Nisa Investment Advisors
Missouri
$12.4K -$502 -3 -4%
TCOV
452
Trust Company of Vermont
Vermont
$12.3K
CFB
453
Cullen/Frost Bankers
Texas
$11.6K +$8.87K +53 +408%
TWC
454
TD Waterhouse Canada
Ontario, Canada
$10.8K
EWP
455
Elevation Wealth Partners
California
$10.5K
HIMS
456
Hager Investment Management Services
New Hampshire
$10.5K
MWPCG
457
Measured Wealth Private Client Group
New Hampshire
$10.5K +$10K +60 New
PG
458
Proffitt & Goodson
Tennessee
$10.5K +$10K +60 New
HIA
459
Harbor Investment Advisory
Maryland
$9.8K
QC
460
Quent Capital
New York
$9.63K +$9.21K +55 New
RF
461
Rossby Financial
Florida
$9.62K
CNBTD
462
Citizens National Bank Trust Department
Mississippi
$8.75K
NWM
463
Nova Wealth Management
Florida
$8.75K
PB
464
Pinnacle Bancorp
Nebraska
$8.75K
AF
465
Alerus Financial
North Dakota
$8.4K -$9.87K -59 -55%
NSIM
466
North Star Investment Management
Illinois
$8.4K -$8.54K -51 -52%
NC
467
North Capital
Utah
$8.05K +$167 +1 +2%
CIA
468
Cape Investment Advisory
Georgia
$8.05K +$7.7K +46 New
BWL
469
Bogart Wealth LLC
Virginia
$7.88K
WANY
470
Wealthspire Advisors (New York)
New York
$7.88K +$7.53K +45 New
CTB
471
Country Trust Bank
Illinois
$7.35K +$6.36K +38 +950%
FDW
472
Fourth Dimension Wealth
Ohio
$6.65K
POIA
473
Pin Oak Investment Advisors
Texas
$6.65K
BIA
474
Bell Investment Advisors
California
$5.95K -$335 -2 -6%
MBFW
475
Morton Brown Family Wealth
Pennsylvania
$5.25K -$2.51K -15 -33%