549 hedge funds and large institutions have $13.1B invested in Icon in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-39
Holders Change %
-6.63%
% of All Funds
7.46%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
70
Increased
187
Reduced
221
Closed
95
Calls
$14.9M
Puts
$24.6M
Net Calls
-$9.69M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
476
Cornerstone Planning Group
New Jersey
$11.9K +$8.44K +59 +246%
CTC
477
Central Trust Company
Missouri
$11.7K
SC
478
SouthState Corp
Florida
$11.6K +$11.6K +66 New
BIG
479
Brooklyn Investment Group
New York
$11K +$9.45K +54 +600%
CAWM
480
Capital A Wealth Management
Pennsylvania
$10.8K
EWP
481
Elevation Wealth Partners
California
$10.5K
HIMS
482
Hager Investment Management Services
New Hampshire
$10.5K
LC
483
Lindbrook Capital
California
$10.1K -$525 -3 -5%
BWL
484
Bogart Wealth LLC
Virginia
$9.8K -$5.07K -29 -34%
MCM
485
MV Capital Management
Maryland
$9.45K
NWM
486
Nova Wealth Management
Florida
$8.75K -$17.5K -100 -67%
PB
487
Pinnacle Bancorp
Nebraska
$8.75K -$9.63K -55 -52%
CNBTD
488
Citizens National Bank Trust Department
Mississippi
$8.75K
FFO
489
Fortitude Family Office
Arizona
$8.75K
EWA
490
EverSource Wealth Advisors
Alabama
$8.58K -$2.8K -16 -25%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$8.58K
RIL
492
Rothschild Investment LLC
Illinois
$8.58K
KIM
493
Kestra Investment Management
Texas
$7.88K -$34K -194 -81%
MBFW
494
Morton Brown Family Wealth
Pennsylvania
$7.88K
NC
495
North Capital
Utah
$7.88K +$7.88K +45 New
WB
496
Webster Bank
Connecticut
$7.35K
HIA
497
Harbor Investment Advisory
Maryland
$7K
TFGT
498
TS Financial Group (TSFG)
Illinois
$7K
POIA
499
Pin Oak Investment Advisors
Texas
$7K
CWM
500
Centricity Wealth Management
Ohio
$6.65K