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513 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, 169 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 62

20% more call options, than puts

Call options by funds: $23M | Put options by funds: $19.1M

16% more capital invested

Capital invested by funds: $11.2B → $13B (+$1.84B)

5% more funds holding

Funds holding: 489513 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 183

3.22% less ownership

Funds ownership: 95.38%92.16% (-3.2%)

Holders
513
Holders Change
+24
Holders Change %
+4.91%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
169
Reduced
183
Closed
62
Calls
$23M
Puts
$19.1M
Net Calls
+$3.9M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
476
Grey Fox Wealth Advisors
Delaware
$4.72K +$4.52K +27 New
EB
477
Eastern Bank
Massachusetts
$4.38K +$4.18K +25 New
MWA
478
Medallion Wealth Advisors
Connecticut
$4.03K
CT
479
Colonial Trust
South Carolina
$3.76K +$3.85K +23 New
HWA
480
Heartwood Wealth Advisors
Virginia
$3.67K +$3.52K +21 New
AA
481
Ancora Advisors
Ohio
$3.5K
FNWA
482
Financial Network Wealth Advisors
Utah
$3.33K
SS
483
Sunbelt Securities
Texas
$3.15K +$3.01K +18 New
MCA
484
Maryland Capital Advisors
Maryland
$2.8K
GSWM
485
Golden State Wealth Management
California
$2.45K +$1.17K +7 +100%
SS
486
SBI Securities
Japan
$2.27K +$502 +3 +30%
CSC
487
Caldwell Sutter Capital
California
$2.1K
WB
488
Webster Bank
Connecticut
$2.1K
PWA
489
Physician Wealth Advisors
Utah
$2.1K +$2.01K +12 New
DJSG
490
D.J. St. Germain
Massachusetts
$1.93K
PWMG
491
Prestige Wealth Management Group
New Jersey
$1.93K
RFP
492
Root Financial Partners
California
$1.93K +$1.84K +11 New
CFO
493
CVA Family Office
Colorado
$1.75K -$1.17K -7 -41%
HWM
494
HighMark Wealth Management
Minnesota
$1.57K
CPG
495
Cornerstone Planning Group
New Jersey
$1.32K
CFD
496
Creative Financial Designs
Indiana
$1.23K
FFO
497
Fortitude Family Office
Arizona
$1.05K
TPCW
498
TD Private Client Wealth
New York
$875
PP
499
Pacifica Partners
Canada
$769
MCM
500
MV Capital Management
Maryland
$700