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
PNC
576
Park National Corp
Ohio
SIA
577
SeaBridge Investment Advisors
New Jersey
UCFA
578
United Capital Financial Advisors
Texas
FRA
579
Frank Rimerman Advisors
California
TIAA Trust, National Association
580
TIAA Trust, National Association
North Carolina
QWM
581
Quadcap Wealth Management
Texas
TCA
582
Transcend Capital Advisors
New Jersey
Schroder Investment Management Group
583
Schroder Investment Management Group
United Kingdom
PIM
584
Penobscot Investment Management
Massachusetts
HR
585
Hardy Reed
Mississippi
HI
586
Horizon Investments
North Carolina
PAS
587
Point72 Asia (Singapore)
Singapore
OWA
588
Opal Wealth Advisors
New York
CCM
589
Cloud Capital Management
Washington
MG
590
Mather Group
Illinois
GWS
591
Greykasell Wealth Strategies
California
AF
592
Aviso Financial
Ontario, Canada
AF
593
Abound Financial
California
PPC
594
Park Place Capital
Alabama
SW
595
SVB Wealth
Massachusetts
QCG
596
Quadrant Capital Group
Ohio
OCM
597
Orion Capital Management
California
SC
598
SouthState Corp
Florida
CAWM
599
Capital A Wealth Management
Pennsylvania
RIL
600
Rothschild Investment LLC
Illinois