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
PL
126
Parthenon LLC
Kentucky
$9.01M
FGP
127
Foyston, Gordon, & Payne
Ontario, Canada
$8.67M
Aberdeen Group
128
Aberdeen Group
United Kingdom
$8.61M
Axa
129
Axa
France
$8.41M
LIP
130
Liontrust Investment Partners
United Kingdom
$8.36M
MGP
131
M&G plc
United Kingdom
$8.32M
Boston Partners
132
Boston Partners
Massachusetts
$8.23M
MGWM
133
Marks Group Wealth Management
Minnesota
$8.12M
Parnassus Investments
134
Parnassus Investments
California
$7.79M
FI
135
Firetrail Investments
Australia
$7.75M
ERP
136
Eldred Rock Partners
Texas
$7.65M
OPCM
137
Osborne Partners Capital Management
California
$7.31M
FDP
138
Financiere des Professionnels
Quebec, Canada
$7.3M
FNBT
139
FineMark National Bank & Trust
Florida
$7.16M
ACM
140
American Capital Management
New York
$7.16M
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$7.08M
SGA
142
Strategic Global Advisors
California
$7.06M
HCA
143
Hyperion Capital Advisors
New York
$7.05M
EDRH
144
Edmond de Rothschild Holding
Switzerland
$6.59M
Swedbank
145
Swedbank
Sweden
$6.08M
Barclays
146
Barclays
United Kingdom
$6.05M
GIA
147
Gateway Investment Advisers
Ohio
$5.99M
LCM
148
LVM Capital Management
Michigan
$5.91M
MCM
149
Moore Capital Management
New York
$5.5M
Truist Financial
150
Truist Financial
North Carolina
$5.45M