510 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 192 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

3.7% more ownership

Funds ownership: 92.14%95.84% (+3.7%)

0% less funds holding

Funds holding: 512510 (-2)

18% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 192

Holders
510
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
CSC
476
Caldwell Sutter Capital
California
$2.19K
PWA
477
Physician Wealth Advisors
Utah
$2.19K
WB
478
Webster Bank
Connecticut
$2.19K
PWMG
479
Prestige Wealth Management Group
New Jersey
$2K
DJSG
480
D.J. St. Germain
Massachusetts
$2K
MTI
481
Merrithew & Thorsten Inc
California
$2K
SS
482
SBI Securities
Japan
$1.82K
KFAS
483
Keating Financial Advisory Services
Kansas
$1.82K
HWM
484
HighMark Wealth Management
Minnesota
$1.64K
CPG
485
Cornerstone Planning Group
New Jersey
$1.49K
PWPS
486
Pinnacle Wealth Planning Services
Ohio
$1.46K
CFD
487
Creative Financial Designs
Indiana
$1.28K
SEP
488
Signature Equity Partners
Ohio
$1.02K
SIC
489
SJS Investment Consulting
Ohio
$912
DPW
490
DiNuzzo Private Wealth
Pennsylvania
$912
FFO
491
Fortitude Family Office
Arizona
$911
PP
492
Pacifica Partners
Canada
$755
SS
493
Sunbelt Securities
Texas
$729
MCM
494
MV Capital Management
Maryland
$729
IBOK
495
Independence Bank of Kentucky
Kentucky
$729
TWD
496
True Wealth Design
Ohio
$547
TPBG
497
Turning Point Benefit Group
Maryland
$546
BHWM
498
Bay Harbor Wealth Management
Maryland
$546
CTC
499
Central Trust Company
Missouri
$365
RWM
500
Rialto Wealth Management
New York
$365