506 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 181 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: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 181

3.18% less ownership

Funds ownership: 95.29%92.11% (-3.2%)

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
HIMS
451
Hager Investment Management Services
New Hampshire
$10.5K
EWP
452
Elevation Wealth Partners
California
$10.5K
PG
453
Proffitt & Goodson
Tennessee
$10.5K
MWPCG
454
Measured Wealth Private Client Group
New Hampshire
$10.5K
HIA
455
Harbor Investment Advisory
Maryland
$9.8K
QC
456
Quent Capital
New York
$9.63K
RF
457
Rossby Financial
Florida
$9.62K
NWM
458
Nova Wealth Management
Florida
$8.75K
CNBTD
459
Citizens National Bank Trust Department
Mississippi
$8.75K
PB
460
Pinnacle Bancorp
Nebraska
$8.75K
AF
461
Alerus Financial
North Dakota
$8.4K
NSIM
462
North Star Investment Management
Illinois
$8.4K
NC
463
North Capital
Utah
$8.05K
CIA
464
Cape Investment Advisory
Georgia
$8.05K
BWL
465
Bogart Wealth LLC
Virginia
$7.88K
WANY
466
Wealthspire Advisors (New York)
New York
$7.88K
CTB
467
Country Trust Bank
Illinois
$7.35K
FDW
468
Fourth Dimension Wealth
Ohio
$6.65K
POIA
469
Pin Oak Investment Advisors
Texas
$6.65K
BIA
470
Bell Investment Advisors
California
$5.95K
MBFW
471
Morton Brown Family Wealth
Pennsylvania
$5.25K
GFWA
472
Grey Fox Wealth Advisors
Delaware
$4.72K
EB
473
Eastern Bank
Massachusetts
$4.38K
CT
474
Colonial Trust
South Carolina
$3.76K
HWA
475
Heartwood Wealth Advisors
Virginia
$3.67K