502 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

2% less funds holding

Funds holding: 510502 (-8)

19% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 192

Holders
502
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
KFAS
476
Keating Financial Advisory Services
Kansas
$1.82K
HWM
477
HighMark Wealth Management
Minnesota
$1.64K
CPG
478
Cornerstone Planning Group
New Jersey
$1.49K
PWPS
479
Pinnacle Wealth Planning Services
Ohio
$1.46K
CFD
480
Creative Financial Designs
Indiana
$1.28K
SEP
481
Signature Equity Partners
Ohio
$1.02K
DPW
482
DiNuzzo Private Wealth
Pennsylvania
$912
SIC
483
SJS Investment Consulting
Ohio
$912
FFO
484
Fortitude Family Office
Arizona
$911
PP
485
Pacifica Partners
Canada
$755
SS
486
Sunbelt Securities
Texas
$729
MCM
487
MV Capital Management
Maryland
$729
IBOK
488
Independence Bank of Kentucky
Kentucky
$729
TWD
489
True Wealth Design
Ohio
$547
TPBG
490
Turning Point Benefit Group
Maryland
$546
BHWM
491
Bay Harbor Wealth Management
Maryland
$546
RWM
492
Rialto Wealth Management
New York
$365
CTC
493
Central Trust Company
Missouri
$365
Federated Hermes
494
Federated Hermes
Pennsylvania
$364
TCM
495
TD Capital Management
Tennessee
$364
RS
496
Rakuten Securities
Japan
$364
KG
497
Kilter Group
New York
$183
HIA
498
HFM Investment Advisors
New Jersey
$183
SA
499
Seneschal Advisors
Washington
$183
CA
500
CoreCap Advisors
Michigan
$182