506 hedge funds and large institutions have $13B invested in Icon in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 181 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: 1212 (0)

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 181

3.18% less ownership

Funds ownership: 95.29%92.11% (-3.2%)

Holders
506
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
$23M
Puts
$19.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$9.15M
OPCM
127
Osborne Partners Capital Management
California
$9.03M
AIM
128
AXA Investment Managers
France
$9.01M
HCA
129
Hyperion Capital Advisors
New York
$8.62M
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$8.51M
FDP
131
Financiere des Professionnels
Quebec, Canada
$8.45M
ECM
132
ExodusPoint Capital Management
New York
$8.42M
Swedbank
133
Swedbank
Sweden
$8.42M
GPGA
134
Grandeur Peak Global Advisors
Utah
$8.35M
SGA
135
Strategic Global Advisors
California
$8.32M
LIP
136
Liontrust Investment Partners
United Kingdom
$8.19M
Charles Schwab
137
Charles Schwab
California
$8.02M
EDRH
138
Edmond de Rothschild Holding
Switzerland
$8.01M
AA
139
Armor Advisors
New York
$6.81M
GIA
140
Gateway Investment Advisers
Ohio
$6.59M
Truist Financial
141
Truist Financial
North Carolina
$6.38M
FNBOO
142
First National Bank of Omaha
Nebraska
$6.27M
TAM
143
Trillium Asset Management
Massachusetts
$6.25M
KI
144
Keystone Investors
Singapore
$5.87M
AC
145
Annandale Capital
Texas
$5.78M
LCM
146
LVM Capital Management
Michigan
$5.77M
Stifel Financial
147
Stifel Financial
Missouri
$5.7M
Bank of New York Mellon
148
Bank of New York Mellon
New York
$5.49M
NO
149
Ninety One
South Africa
$5.45M
Daiwa Securities Group
150
Daiwa Securities Group
Japan
$5.25M