510 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 183 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: 168 | Existing positions reduced: 183

3.23% less ownership

Funds ownership: 95.34%92.11% (-3.2%)

Holders
510
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
CT
476
Colonial Trust
South Carolina
$3.76K
HWA
477
Heartwood Wealth Advisors
Virginia
$3.67K
AA
478
Ancora Advisors
Ohio
$3.5K
FNWA
479
Financial Network Wealth Advisors
Utah
$3.33K
SS
480
Sunbelt Securities
Texas
$3.15K
MCA
481
Maryland Capital Advisors
Maryland
$2.8K
GSWM
482
Golden State Wealth Management
California
$2.45K
SS
483
SBI Securities
Japan
$2.27K
CSC
484
Caldwell Sutter Capital
California
$2.1K
WB
485
Webster Bank
Connecticut
$2.1K
PWA
486
Physician Wealth Advisors
Utah
$2.1K
PWMG
487
Prestige Wealth Management Group
New Jersey
$1.93K
DJSG
488
D.J. St. Germain
Massachusetts
$1.93K
RFP
489
Root Financial Partners
California
$1.93K
CFO
490
CVA Family Office
Colorado
$1.75K
HWM
491
HighMark Wealth Management
Minnesota
$1.57K
CPG
492
Cornerstone Planning Group
New Jersey
$1.32K
CFD
493
Creative Financial Designs
Indiana
$1.23K
FFO
494
Fortitude Family Office
Arizona
$1.05K
TPCW
495
TD Private Client Wealth
New York
$875
PP
496
Pacifica Partners
Canada
$769
MCM
497
MV Capital Management
Maryland
$700
GA
498
Guerra Advisors
Florida
$700
GEA
499
Glen Eagle Advisors
New Jersey
$641
TPBG
500
Turning Point Benefit Group
Maryland
$576