We are live on ! Find out more

415 hedge funds and large institutions have $8.74B invested in Icon in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 155 increasing their positions, 139 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $40M | Put options by funds: $26.5M

12% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 139

0.85% more ownership

Funds ownership: 95.86%96.72% (+0.85%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

19% less funds holding

Funds holding: 513415 (-98)

38% less capital invested

Capital invested by funds: $14.1B → $8.74B (-$5.38B)

56% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 147

Holders
415
Holders Change
-98
Holders Change %
-19.1%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.18%
New
64
Increased
155
Reduced
139
Closed
147
Calls
$40M
Puts
$26.5M
Net Calls
+$13.5M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Sterling Capital Management
North Carolina
$575K -$14.3K -105 -2%
HC
227
Henshaw Capital
Massachusetts
$524K
Focus Partners Wealth
228
Focus Partners Wealth
Massachusetts
$520K -$2.88M -21,105 -82%
OIA
229
OneDigital Investment Advisors
Kansas
$517K -$32.1K -235 -5%
CAG
230
Cypress Advisory Group
Arizona
$517K
CA
231
CSM Advisors
Pennsylvania
$515K +$374K +2,736 +142%
HighTower Advisors
232
HighTower Advisors
Illinois
$473K -$136K -998 -19%
HNB
233
Huntington National Bank
Ohio
$446K +$527K +3,857 +2,282%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$432K -$21.4M -156,919 -98%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$432K -$5.05K -37 -0.9%
NL
236
NWAM LLC
Washington
$422K -$2.05K -15 -0.4%
AP
237
Advisortrust Partners
North Carolina
$416K +$235K +1,723 +85%
KAS
238
Kestra Advisory Services
Texas
$415K -$123K -904 -19%
DC
239
Diametric Capital
Massachusetts
$415K +$513K +3,753 New
Cerity Partners
240
Cerity Partners
New York
$409K +$121K +884 +31%
RG
241
Rathbones Group
United Kingdom
$401K -$17.8K -130 -3%
AGWCA
242
Annis Gardner Whiting Capital Advisors
Florida
$399K
RhumbLine Advisers
243
RhumbLine Advisers
Massachusetts
$393K -$120K -882 -20%
Creative Planning
244
Creative Planning
Kansas
$387K -$120K -880 -20%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$384K +$155K +1,133 +48%
PAP
246
Persistent Asset Partners
Hong Kong
$378K +$128K +939 +38%
TPI
247
Trust Point Inc
Wisconsin
$374K -$16.7K -122 -3%
CL
248
Choreo LLC
Illinois
$369K +$122K +894 +37%
ACM
249
American Capital Management
New York
$362K -$2.8M -20,462 -86%
SBF
250
Sara-Bay Financial
Florida
$361K