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513 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 169 increasing their positions, 183 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 62

20% more call options, than puts

Call options by funds: $23M | Put options by funds: $19.1M

16% more capital invested

Capital invested by funds: $11.2B → $13B (+$1.84B)

5% more funds holding

Funds holding: 489513 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 183

3.22% less ownership

Funds ownership: 95.38%92.16% (-3.2%)

Holders
513
Holders Change
+24
Holders Change %
+4.91%
% of All Funds
6.73%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
169
Reduced
183
Closed
62
Calls
$23M
Puts
$19.1M
Net Calls
+$3.9M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
551
Winton Group
United Kingdom
-$254K -1,747 Closed
MM
552
MQS Management
New York
-$236K -1,620 Closed
FNBSF
553
First National Bank Sioux Falls
South Dakota
-$230K -1,580 Closed
HKIM
554
Hayek Kallen Investment Management
Alabama
-$213K -1,465 Closed
Envestnet Portfolio Solutions
555
Envestnet Portfolio Solutions
Illinois
-$211K -1,454 Closed
Pacer Advisors
556
Pacer Advisors
Pennsylvania
-$104K -718 Closed
BIG
557
Brooklyn Investment Group
New York
-$63K -433 Closed
AAS
558
Ameritas Advisory Services
Nebraska
-$48.1K -331 Closed
WTC
559
WhitTier Trust Company
Nevada
-$43.3K -298 Closed
SSG
560
Summit Securities Group
New York
-$16.7K -115 Closed
PC
561
Promus Capital
Illinois
-$13.5K -93 Closed
SO
562
Sierra Ocean
California
-$12.9K -89 Closed
CTC
563
Central Trust Company
Missouri
-$9.75K -67 Closed
WA
564
Whipplewood Advisors
Colorado
-$9.75K -67 Closed
KIM
565
Kestra Investment Management
Texas
-$7.88K -45 Closed
TFGT
566
TS Financial Group (TSFG)
Illinois
-$6K -42 Closed
RAM
567
Riggs Asset Management
Pennsylvania
-$4.51K -31 Closed
ACM
568
Accent Capital Management
Ohio
-$3.49K -24 Closed
HNB
569
Hilltop National Bank
Wyoming
-$2.91K -20 Closed
TC
570
Truvestments Capital
Florida
-$2.33K -16 Closed
BCMLT
571
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.6K -11 Closed
KWM
572
Kiker Wealth Management
Georgia
-$727 -5 Closed
PSFG
573
Park Square Financial Group
Georgia
-$436 -3 Closed
CCM
574
Cloud Capital Management
Washington
+$167 +1 New
HWM
575
Hemington Wealth Management
Virginia
+$167 +1 +100%