505 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 157 increasing their positions, 191 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:

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

1% less funds holding

Funds holding: 510505 (-5)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 191

Holders
505
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
BIA
451
Bell Investment Advisors
California
$6.2K
NSIM
452
North Star Investment Management
Illinois
$6.2K
POIA
453
Pin Oak Investment Advisors
Texas
$6K
PSFG
454
Park Square Financial Group
Georgia
$5.87K
MBFW
455
Morton Brown Family Wealth
Pennsylvania
$5.47K
T
456
Transce3nd
Texas
$5.45K
OC
457
Optima Capital
Oregon
$4.37K
JSAM
458
J. Safra Asset Management
New York
$4.19K
AWA
459
Acumen Wealth Advisors
Tennessee
$4.01K
VWM
460
Valley Wealth Managers
New Jersey
$3.83K
TAM
461
Tucker Asset Management
Colorado
$3.83K
AA
462
Ancora Advisors
Ohio
$3.64K
FNWA
463
Financial Network Wealth Advisors
Utah
$3.46K
SC
464
SouthState Corp
Florida
$3.1K
MCA
465
Maryland Capital Advisors
Maryland
$2.92K
CFO
466
CVA Family Office
Colorado
$2.92K
CFM
467
Cornerstone Financial Management
Massachusetts
$2.92K
GSWM
468
Golden State Wealth Management
California
$2.73K
JWA
469
JFS Wealth Advisors
Pennsylvania
$2.73K
WA
470
WPG Advisers
Maryland
$2.55K
CA
471
Crewe Advisors
Utah
$2.19K
WB
472
Webster Bank
Connecticut
$2.19K
CSC
473
Caldwell Sutter Capital
California
$2.19K
PWA
474
Physician Wealth Advisors
Utah
$2.19K
PWMG
475
Prestige Wealth Management Group
New Jersey
$2K