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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
HFS
176
Hantz Financial Services
Michigan
$3.53M -$189K -1,131 -5%
Bank Julius Baer & Co
177
Bank Julius Baer & Co
Switzerland
$3.53M -$83.8K -501 -2%
TIAM
178
TT International Asset Management
United Kingdom
$3.46M -$19.5M -116,706 -74%
DADC
179
D.A. Davidson & Co
Montana
$3.42M +$3.27M +19,557 New
Pathstone Holdings
180
Pathstone Holdings
New Jersey
$3.42M +$332K +1,983 +11%
WF
181
Welch & Forbes
Massachusetts
$3.28M -$837 -5 -0%
LOPW
182
Live Oak Private Wealth
North Carolina
$3.19M +$936K +5,593 +44%
Citigroup
183
Citigroup
New York
$3.16M -$13.2K -79 -0.4%
BDL
184
Banque de Luxembourg
Luxembourg
$3.11M +$22.6K +135 +0.8%
BCM
185
Buckhead Capital Management
Georgia
$3.07M +$222K +1,328 +8%
GA
186
Greenhaven Associates
New York
$3.05M -$37.5K -224 -1%
MWAM
187
Manhattan West Asset Management
California
$2.97M -$604K -3,610 -18%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$2.87M +$2.74M +16,392 New
QP
189
Quartz Partners
New York
$2.79M +$896K +5,356 +51%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$2.73M +$274K +1,639 +12%
Amundi
191
Amundi
France
$2.73M -$18.4M -109,848 -88%
EWA
192
Exencial Wealth Advisors
Oklahoma
$2.68M +$112K +667 +5%
SIA
193
SeaBridge Investment Advisors
New Jersey
$2.59M +$2.48M +14,795 New
SCM
194
Sterling Capital Management
North Carolina
$2.57M -$1.33M -7,922 -35%
LCOV
195
London Company of Virginia
Virginia
$2.53M +$1.89M +11,309 +362%
BPC
196
Banque Pictet & Cie
Switzerland
$2.44M +$2.33M +13,915 New
AWA
197
Arkadios Wealth Advisors
Georgia
$2.42M +$611K +3,650 +36%
II
198
Inspire Investing
Idaho
$2.4M -$162K -966 -7%
KCM
199
Kennedy Capital Management
Missouri
$2.31M -$78.8K -471 -3%
UBS AM
200
UBS AM
Illinois
$2.28M -$2.51M -15,012 -54%