510 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 192 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

3.7% more ownership

Funds ownership: 92.14%95.84% (+3.7%)

0% less funds holding

Funds holding: 512510 (-2)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 192

Holders
510
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
BWL
451
Bogart Wealth LLC
Virginia
$8.2K
CTB
452
Country Trust Bank
Illinois
$7.65K
FDW
453
Fourth Dimension Wealth
Ohio
$6.92K
BIA
454
Bell Investment Advisors
California
$6.2K
NSIM
455
North Star Investment Management
Illinois
$6.2K
POIA
456
Pin Oak Investment Advisors
Texas
$6K
PSFG
457
Park Square Financial Group
Georgia
$5.87K
MBFW
458
Morton Brown Family Wealth
Pennsylvania
$5.47K
T
459
Transce3nd
Texas
$5.45K
OC
460
Optima Capital
Oregon
$4.37K
MWA
461
Medallion Wealth Advisors
Connecticut
$4.19K
JSAM
462
J. Safra Asset Management
New York
$4.19K
AWA
463
Acumen Wealth Advisors
Tennessee
$4.01K
VWM
464
Valley Wealth Managers
New Jersey
$3.83K
TAM
465
Tucker Asset Management
Colorado
$3.83K
AA
466
Ancora Advisors
Ohio
$3.64K
FNWA
467
Financial Network Wealth Advisors
Utah
$3.46K
SC
468
SouthState Corp
Florida
$3.1K
MCA
469
Maryland Capital Advisors
Maryland
$2.92K
CFO
470
CVA Family Office
Colorado
$2.92K
CFM
471
Cornerstone Financial Management
Massachusetts
$2.92K
GSWM
472
Golden State Wealth Management
California
$2.73K
JWA
473
JFS Wealth Advisors
Pennsylvania
$2.73K
WA
474
WPG Advisers
Maryland
$2.55K
CA
475
Crewe Advisors
Utah
$2.19K