501 hedge funds and large institutions have $12.8B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 164 increasing their positions, 180 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: 1111 (0)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

3.52% less ownership

Funds ownership: 94.04%90.51% (-3.5%)

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
HIA
451
Harbor Investment Advisory
Maryland
$9.8K
QC
452
Quent Capital
New York
$9.63K
RF
453
Rossby Financial
Florida
$9.62K
PB
454
Pinnacle Bancorp
Nebraska
$8.75K
CNBTD
455
Citizens National Bank Trust Department
Mississippi
$8.75K
NWM
456
Nova Wealth Management
Florida
$8.75K
AF
457
Alerus Financial
North Dakota
$8.4K
NSIM
458
North Star Investment Management
Illinois
$8.4K
NC
459
North Capital
Utah
$8.05K
BWL
460
Bogart Wealth LLC
Virginia
$7.88K
WANY
461
Wealthspire Advisors (New York)
New York
$7.88K
CTB
462
Country Trust Bank
Illinois
$7.35K
POIA
463
Pin Oak Investment Advisors
Texas
$6.65K
FDW
464
Fourth Dimension Wealth
Ohio
$6.65K
BIA
465
Bell Investment Advisors
California
$5.95K
MBFW
466
Morton Brown Family Wealth
Pennsylvania
$5.25K
GFWA
467
Grey Fox Wealth Advisors
Delaware
$4.72K
EB
468
Eastern Bank
Massachusetts
$4.38K
CT
469
Colonial Trust
South Carolina
$3.76K
HWA
470
Heartwood Wealth Advisors
Virginia
$3.67K
AA
471
Ancora Advisors
Ohio
$3.5K
FNWA
472
Financial Network Wealth Advisors
Utah
$3.33K
SS
473
Sunbelt Securities
Texas
$3.15K
MCA
474
Maryland Capital Advisors
Maryland
$2.8K
GSWM
475
Golden State Wealth Management
California
$2.45K