506 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 181 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: 167 | Existing positions reduced: 181

3.18% less ownership

Funds ownership: 95.29%92.11% (-3.2%)

Holders
506
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
AA
476
Ancora Advisors
Ohio
$3.5K
FNWA
477
Financial Network Wealth Advisors
Utah
$3.33K
SS
478
Sunbelt Securities
Texas
$3.15K
MCA
479
Maryland Capital Advisors
Maryland
$2.8K
GSWM
480
Golden State Wealth Management
California
$2.45K
SS
481
SBI Securities
Japan
$2.27K
WB
482
Webster Bank
Connecticut
$2.1K
CSC
483
Caldwell Sutter Capital
California
$2.1K
PWA
484
Physician Wealth Advisors
Utah
$2.1K
DJSG
485
D.J. St. Germain
Massachusetts
$1.93K
PWMG
486
Prestige Wealth Management Group
New Jersey
$1.93K
RFP
487
Root Financial Partners
California
$1.93K
CFO
488
CVA Family Office
Colorado
$1.75K
HWM
489
HighMark Wealth Management
Minnesota
$1.57K
CPG
490
Cornerstone Planning Group
New Jersey
$1.32K
CFD
491
Creative Financial Designs
Indiana
$1.23K
FFO
492
Fortitude Family Office
Arizona
$1.05K
TPCW
493
TD Private Client Wealth
New York
$875
PP
494
Pacifica Partners
Canada
$769
GA
495
Guerra Advisors
Florida
$700
GEA
496
Glen Eagle Advisors
New Jersey
$641
TPBG
497
Turning Point Benefit Group
Maryland
$576
TCM
498
TD Capital Management
Tennessee
$350
HIA
499
HFM Investment Advisors
New Jersey
$175
RS
500
Rakuten Securities
Japan
$175