485 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $13.2B → $11.2B (-$2.01B)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

48% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 136

Holders
485
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
$18.1M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
551
Legacy Advisors
Pennsylvania
HAG
552
HighPoint Advisor Group
Illinois
GC
553
Guggenheim Capital
Illinois
CIS
554
Custom Index Systems
New York
FAIM
555
Financial Advocates Investment Management
Washington
Wealth Enhancement Advisory Services
556
Wealth Enhancement Advisory Services
Minnesota
BAM
557
Blueshift Asset Management
New Jersey
GIM
558
Groesbeck Investment Management
New Jersey
CP
559
Covenant Partners
Tennessee
JFG
560
Jefferies Financial Group
New York
MFIM
561
Mesirow Financial Investment Management
Illinois
QCM
562
Qsemble Capital Management
New York
PWPS
563
Pinnacle Wealth Planning Services
Ohio
IAS
564
Insigneo Advisory Services
Florida
FFO
565
Fiduciary Family Office
Florida
DADC
566
D.A. Davidson & Co
Montana
CSIC
567
Clifford Swan Investment Counsel
California
EI
568
Ethic Inc
New York
AWS
569
Atria Wealth Solutions
New York
Mercer Global Advisors
570
Mercer Global Advisors
Colorado
GGA
571
Granite Group Advisors
Connecticut
CAMG
572
CWA Asset Management Group
Florida
VWM
573
Venturi Wealth Management
Texas
AWM
574
Apollon Wealth Management
South Carolina
RS
575
R Squared
Hong Kong