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
TIAM
176
TT International Asset Management
United Kingdom
$3.46M
DADC
177
D.A. Davidson & Co
Montana
$3.42M
Pathstone Holdings
178
Pathstone Holdings
New Jersey
$3.42M
WF
179
Welch & Forbes
Massachusetts
$3.28M
LOPW
180
Live Oak Private Wealth
North Carolina
$3.19M
Citigroup
181
Citigroup
New York
$3.16M
BDL
182
Banque de Luxembourg
Luxembourg
$3.11M
BCM
183
Buckhead Capital Management
Georgia
$3.07M
GA
184
Greenhaven Associates
New York
$3.05M
MWAM
185
Manhattan West Asset Management
California
$2.97M
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$2.87M
QP
187
Quartz Partners
New York
$2.79M
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$2.73M
Amundi
189
Amundi
France
$2.73M
EWA
190
Exencial Wealth Advisors
Oklahoma
$2.68M
SIA
191
SeaBridge Investment Advisors
New Jersey
$2.59M
SCM
192
Sterling Capital Management
North Carolina
$2.57M
LCOV
193
London Company of Virginia
Virginia
$2.53M
BPC
194
Banque Pictet & Cie
Switzerland
$2.44M
AWA
195
Arkadios Wealth Advisors
Georgia
$2.42M
II
196
Inspire Investing
Idaho
$2.4M
KCM
197
Kennedy Capital Management
Missouri
$2.31M
UBS AM
198
UBS AM
Illinois
$2.28M
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$2.16M
PGCM
200
Prescott Group Capital Management
Oklahoma
$2.14M