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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
PL
101
Parthenon LLC
Kentucky
$14M +$2.98M +17,815 +29%
PCM
102
Philosophy Capital Management
California
$13.9M +$13.3M +79,634 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$13.9M +$1.56M +9,298 +13%
CI
104
Cambiar Investors
Colorado
$13.8M -$29.1K -174 -0.2%
HP
105
Hound Partners
New York
$13.1M
MC
106
Muhlenkamp & Co
Pennsylvania
$12.9M +$12.3M +73,467 New
ACM
107
Arvin Capital Management
Texas
$12.5M +$12M +71,675 New
FCM
108
Frontier Capital Management
Massachusetts
$12.1M -$347K -2,071 -3%
DCP
109
Distillate Capital Partners
Illinois
$11.8M +$391K +2,337 +4%
VanEck Associates
110
VanEck Associates
New York
$11.7M -$961K -5,741 -8%
Fayez Sarofim & Co
111
Fayez Sarofim & Co
Texas
$11.6M -$4.67M -27,920 -30%
MFAM
112
Motley Fool Asset Management
Virginia
$11.5M +$5.02M +30,004 +84%
PCM
113
Palisade Capital Management
New Jersey
$11.4M +$102K +608 +0.9%
Loomis, Sayles & Company
114
Loomis, Sayles & Company
Massachusetts
$11.3M -$249K -1,486 -2%
T. Rowe Price Investment Management
115
T. Rowe Price Investment Management
Maryland
$10.6M +$3.91M +23,340 +63%
KLWA
116
Kelly Lawrence W & Associates
California
$10.5M +$10.1M +60,256 New
ERP
117
Eldred Rock Partners
Texas
$10.3M +$1.07M +6,390 +12%
FGP
118
Foyston, Gordon, & Payne
Ontario, Canada
$10.3M -$108K -643 -1%
MFWM
119
Motley Fool Wealth Management
Virginia
$10.1M -$1.43M -8,558 -13%
TIM
120
Thornburg Investment Management
New Mexico
$10M -$2.92M -17,435 -23%
EP
121
Eversept Partners
New York
$9.63M -$1.6M -9,562 -15%
KCM
122
Kornitzer Capital Management
Kansas
$9.47M -$5.86M -35,000 -39%
TC
123
TwinBeech Capital
New York
$9.45M +$9.04M +54,007 New
FI
124
Firetrail Investments
Australia
$9.25M -$31.5K -188 -0.4%
MGWM
125
Marks Group Wealth Management
Minnesota
$9.23M -$518K -3,094 -6%