501 hedge funds and large institutions have $12.8B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 164 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

3.52% less ownership

Funds ownership: 94.04%90.51% (-3.5%)

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$19.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
126
Osborne Partners Capital Management
California
$9.03M
AIM
127
AXA Investment Managers
France
$9.01M
HCA
128
Hyperion Capital Advisors
New York
$8.62M
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$8.51M
FDP
130
Financiere des Professionnels
Quebec, Canada
$8.45M
ECM
131
ExodusPoint Capital Management
New York
$8.42M
Swedbank
132
Swedbank
Sweden
$8.42M
GPGA
133
Grandeur Peak Global Advisors
Utah
$8.35M
SGA
134
Strategic Global Advisors
California
$8.32M
LIP
135
Liontrust Investment Partners
United Kingdom
$8.19M
Charles Schwab
136
Charles Schwab
California
$8.02M
EDRH
137
Edmond de Rothschild Holding
Switzerland
$8.01M
AA
138
Armor Advisors
New York
$6.81M
GIA
139
Gateway Investment Advisers
Ohio
$6.59M
Truist Financial
140
Truist Financial
North Carolina
$6.38M
FNBOO
141
First National Bank of Omaha
Nebraska
$6.27M
TAM
142
Trillium Asset Management
Massachusetts
$6.25M
KI
143
Keystone Investors
Singapore
$5.87M
AC
144
Annandale Capital
Texas
$5.78M
LCM
145
LVM Capital Management
Michigan
$5.77M
Stifel Financial
146
Stifel Financial
Missouri
$5.7M
Bank of New York Mellon
147
Bank of New York Mellon
New York
$5.49M
NO
148
Ninety One
South Africa
$5.45M
Daiwa Securities Group
149
Daiwa Securities Group
Japan
$5.25M
LPL Financial
150
LPL Financial
California
$5.1M