482 hedge funds and large institutions have $11B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 147 increasing their positions, 206 reducing their positions, and 134 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:

16% less capital invested

Capital invested by funds: $13.1B → $11B (-$2.06B)

29% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 206

46% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 134

Holders
482
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CIS
551
Custom Index Systems
New York
FAIM
552
Financial Advocates Investment Management
Washington
Wealth Enhancement Advisory Services
553
Wealth Enhancement Advisory Services
Minnesota
BAM
554
Blueshift Asset Management
New Jersey
GIM
555
Groesbeck Investment Management
New Jersey
CP
556
Covenant Partners
Tennessee
JFG
557
Jefferies Financial Group
New York
MFIM
558
Mesirow Financial Investment Management
Illinois
QCM
559
Qsemble Capital Management
New York
PWPS
560
Pinnacle Wealth Planning Services
Ohio
IAS
561
Insigneo Advisory Services
Florida
FFO
562
Fiduciary Family Office
Florida
DADC
563
D.A. Davidson & Co
Montana
CSIC
564
Clifford Swan Investment Counsel
California
EI
565
Ethic Inc
New York
AWS
566
Atria Wealth Solutions
New York
Mercer Global Advisors
567
Mercer Global Advisors
Colorado
GGA
568
Granite Group Advisors
Connecticut
CAMG
569
CWA Asset Management Group
Florida
VWM
570
Venturi Wealth Management
Texas
AWM
571
Apollon Wealth Management
South Carolina
RS
572
R Squared
Hong Kong
PNC
573
Park National Corp
Ohio
SIA
574
SeaBridge Investment Advisors
New Jersey
UCFA
575
United Capital Financial Advisors
Texas