505 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 157 increasing their positions, 191 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:

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

1% less funds holding

Funds holding: 510505 (-5)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 191

Holders
505
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
DJSG
476
D.J. St. Germain
Massachusetts
$2K
MTI
477
Merrithew & Thorsten Inc
California
$2K
SS
478
SBI Securities
Japan
$1.82K
KFAS
479
Keating Financial Advisory Services
Kansas
$1.82K
HWM
480
HighMark Wealth Management
Minnesota
$1.64K
CPG
481
Cornerstone Planning Group
New Jersey
$1.49K
PWPS
482
Pinnacle Wealth Planning Services
Ohio
$1.46K
CFD
483
Creative Financial Designs
Indiana
$1.28K
SEP
484
Signature Equity Partners
Ohio
$1.02K
DPW
485
DiNuzzo Private Wealth
Pennsylvania
$912
SIC
486
SJS Investment Consulting
Ohio
$912
FFO
487
Fortitude Family Office
Arizona
$911
PP
488
Pacifica Partners
Canada
$755
SS
489
Sunbelt Securities
Texas
$729
MCM
490
MV Capital Management
Maryland
$729
IBOK
491
Independence Bank of Kentucky
Kentucky
$729
TWD
492
True Wealth Design
Ohio
$547
TPBG
493
Turning Point Benefit Group
Maryland
$546
BHWM
494
Bay Harbor Wealth Management
Maryland
$546
RWM
495
Rialto Wealth Management
New York
$365
CTC
496
Central Trust Company
Missouri
$365
Federated Hermes
497
Federated Hermes
Pennsylvania
$364
TCM
498
TD Capital Management
Tennessee
$364
RS
499
Rakuten Securities
Japan
$364
KG
500
Kilter Group
New York
$183