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