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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
Corient Private Wealth
126
Corient Private Wealth
Florida
$9.15M -$2.11M -12,583 -19%
OPCM
127
Osborne Partners Capital Management
California
$9.03M +$225K +1,342 +3%
AIM
128
AXA Investment Managers
France
$9.01M +$8.61M +51,461 New
HCA
129
Hyperion Capital Advisors
New York
$8.62M +$132K +790 +2%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$8.51M -$5.02K -30 -0.1%
FDP
131
Financiere des Professionnels
Quebec, Canada
$8.45M -$321K -1,921 -4%
ECM
132
ExodusPoint Capital Management
New York
$8.42M -$41M -245,232 -84%
Swedbank
133
Swedbank
Sweden
$8.42M +$1.05M +6,300 +15%
GPGA
134
Grandeur Peak Global Advisors
Utah
$8.35M -$17.2M -102,821 -68%
SGA
135
Strategic Global Advisors
California
$8.32M -$161K -960 -2%
LIP
136
Liontrust Investment Partners
United Kingdom
$8.19M -$1.78M -10,660 -19%
Charles Schwab
137
Charles Schwab
California
$8.02M +$1.65M +9,837 +27%
EDRH
138
Edmond de Rothschild Holding
Switzerland
$8.01M +$73.8K +441 +1%
AA
139
Armor Advisors
New York
$6.81M +$769K +4,592 +13%
GIA
140
Gateway Investment Advisers
Ohio
$6.59M -$587K -3,506 -9%
Truist Financial
141
Truist Financial
North Carolina
$6.38M -$170K -1,014 -3%
FNBOO
142
First National Bank of Omaha
Nebraska
$6.27M -$68.5K -409 -1%
TAM
143
Trillium Asset Management
Massachusetts
$6.25M -$11.2K -67 -0.2%
KI
144
Keystone Investors
Singapore
$5.87M +$5.61M +33,526 New
AC
145
Annandale Capital
Texas
$5.78M
LCM
146
LVM Capital Management
Michigan
$5.77M -$1.27M -7,614 -19%
Stifel Financial
147
Stifel Financial
Missouri
$5.7M +$754K +4,506 +16%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$5.49M +$394K +2,352 +8%
NO
149
Ninety One
South Africa
$5.45M
Daiwa Securities Group
150
Daiwa Securities Group
Japan
$5.25M +$306K +1,831 +7%