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513 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 158 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: $ → $

3.71% more ownership

Funds ownership: 92.16%95.86% (+3.7%)

0% more funds holding

Funds holding: 513513 (0)

18% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 192

Holders
513
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
NWM
451
Nova Wealth Management
Florida
$9.11K
RF
452
Rossby Financial
Florida
$9.11K
AF
453
Alerus Financial
North Dakota
$8.75K
BWL
454
Bogart Wealth LLC
Virginia
$8.2K
CTB
455
Country Trust Bank
Illinois
$7.65K
FDW
456
Fourth Dimension Wealth
Ohio
$6.92K
BIA
457
Bell Investment Advisors
California
$6.2K
NSIM
458
North Star Investment Management
Illinois
$6.2K
POIA
459
Pin Oak Investment Advisors
Texas
$6K
PSFG
460
Park Square Financial Group
Georgia
$5.87K
MBFW
461
Morton Brown Family Wealth
Pennsylvania
$5.47K
T
462
Transce3nd
Texas
$5.45K
OC
463
Optima Capital
Oregon
$4.37K
MWA
464
Medallion Wealth Advisors
Connecticut
$4.19K
JSAM
465
J. Safra Asset Management
New York
$4.19K
AWA
466
Acumen Wealth Advisors
Tennessee
$4.01K
TAM
467
Tucker Asset Management
Colorado
$3.83K
VWM
468
Valley Wealth Managers
New Jersey
$3.83K
AA
469
Ancora Advisors
Ohio
$3.64K
FNWA
470
Financial Network Wealth Advisors
Utah
$3.46K
SC
471
SouthState Corp
Florida
$3.1K
MCA
472
Maryland Capital Advisors
Maryland
$2.92K
CFO
473
CVA Family Office
Colorado
$2.92K
CFM
474
Cornerstone Financial Management
Massachusetts
$2.92K
GSWM
475
Golden State Wealth Management
California
$2.73K