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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

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
Storgate
Texas
$355K
NWWA
252
New Wave Wealth Advisors
Arkansas
$354K
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$354K
Mariner
254
Mariner
Kansas
$351K
SOW
255
State of Wyoming
Wyoming
$341K
PIC
256
Portland Investment Counsel
Ontario, Canada
$332K
LWAM
257
Legacy Wealth Asset Management
Minnesota
$317K
TCBWMS
258
Texas Capital Bank Wealth Management Services
Texas
$315K
WPWM
259
Western Pacific Wealth Management
Illinois
$315K
SCA
260
Snowden Capital Advisors
New York
$314K
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$307K
First Trust Advisors
262
First Trust Advisors
Illinois
$305K
NA
263
NewEdge Advisors
Louisiana
$303K
MFG
264
Merit Financial Group
Georgia
$297K
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$295K
MA
266
Mutual Advisors
Nebraska
$291K
EF
267
Empowered Funds
Pennsylvania
$289K
NWAG
268
Net Worth Advisory Group
Utah
$288K
William Blair Investment Management
269
William Blair Investment Management
Illinois
$285K
GF
270
Gabelli Funds
New York
$277K
GCP
271
GSA Capital Partners
United Kingdom
$275K
Jane Street
272
Jane Street
New York
$271K
TFA
273
Transamerica Financial Advisors
Florida
$258K
BCG
274
BayBridge Capital Group
California
$257K
IIWM
275
Investment Insight Wealth Management
New York
$256K