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513 hedge funds and large institutions have $14.1B invested in Icon in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 158 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: $ → $

3.71% more ownership

Funds ownership: 92.16%95.86% (+3.7%)

0% more funds holding

Funds holding: 513513 (0)

18% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 192

Holders
513
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
FNBOH
551
First National Bank of Hutchinson
Kansas
Allianz Asset Management
552
Allianz Asset Management
Germany
DIM
553
Delta Investment Management
California
SCA
554
Snowden Capital Advisors
New York
BMCM
555
Bryn Mawr Capital Management
Pennsylvania
CAMG
556
CWA Asset Management Group
Florida
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
Mercer Global Advisors
558
Mercer Global Advisors
Colorado
PW
559
PUREfi Wealth
Massachusetts
PS
560
Principal Securities
Iowa
Simplex Trading
561
Simplex Trading
Illinois
IWA
562
Icon Wealth Advisors
Texas
Mirae Asset Global ETFs Holdings
563
Mirae Asset Global ETFs Holdings
Hong Kong
PCM
564
Peregrine Capital Management
Minnesota
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
RAM
566
Ramirez Asset Management
New York
PPA
567
Pilgrim Partners Asia
Singapore
CIAM
568
Caitong International Asset Management
Hong Kong
MG
569
Mather Group
Illinois
SC
570
Steph & Co
Wisconsin
JWM
571
JPL Wealth Management
Colorado
MCM
572
Manchester Capital Management
Vermont
MWPCG
573
Measured Wealth Private Client Group
New Hampshire
PG
574
Proffitt & Goodson
Tennessee
PB
575
Pinnacle Bancorp
Nebraska