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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

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
S
251
Storgate
Texas
$355K -$43.6K -319 -9%
NWWA
252
New Wave Wealth Advisors
Arkansas
$354K +$235K +1,721 +116%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$354K -$260K -1,905 -37%
Mariner
254
Mariner
Kansas
$351K -$95.9K -702 -18%
SOW
255
State of Wyoming
Wyoming
$341K +$123K +901 +41%
PIC
256
Portland Investment Counsel
Ontario, Canada
$332K
LWAM
257
Legacy Wealth Asset Management
Minnesota
$317K +$38.1K +279 +11%
TCBWMS
258
Texas Capital Bank Wealth Management Services
Texas
$315K +$389K +2,850 New
WPWM
259
Western Pacific Wealth Management
Illinois
$315K +$200K +1,465 +106%
SCA
260
Snowden Capital Advisors
New York
$314K +$388K +2,841 New
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$307K -$40.8K -299 -10%
First Trust Advisors
262
First Trust Advisors
Illinois
$305K +$54.8K +401 +17%
NA
263
NewEdge Advisors
Louisiana
$303K +$195K +1,429 +109%
MFG
264
Merit Financial Group
Georgia
$297K +$129K +947 +55%
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$295K -$1.05M -7,685 -75%
MA
266
Mutual Advisors
Nebraska
$291K +$41.7K +305 +13%
EF
267
Empowered Funds
Pennsylvania
$289K +$63.7K +466 +22%
NWAG
268
Net Worth Advisory Group
Utah
$288K -$35.5K -260 -9%
William Blair Investment Management
269
William Blair Investment Management
Illinois
$285K +$8.61K +63 +3%
GF
270
Gabelli Funds
New York
$277K +$342K +2,500 New
GCP
271
GSA Capital Partners
United Kingdom
$275K +$339K +2,485 New
Jane Street
272
Jane Street
New York
$271K -$76.2K -558 -19%
TFA
273
Transamerica Financial Advisors
Florida
$258K +$214K +1,565 +203%
BCG
274
BayBridge Capital Group
California
$257K
IIWM
275
Investment Insight Wealth Management
New York
$256K -$115K -839 -27%