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ICLR

Overview Fund Activity

549 hedge funds and large institutions have $13.1B invested in Icon in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-39
Holders Change %
-6.63%
% of All Funds
7.46%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
70
Increased
187
Reduced
221
Closed
95
Calls
$14.9M
Puts
$24.6M
Net Calls
-$9.69M
Net Calls Change
+$53.6M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$717M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$276M
3
Invesco
Invesco
Georgia
+$192M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$95.5M

Top Sellers

1
BI
BlueSpruce Investments
Illinois
-$256M
2
Victory Capital Management
Victory Capital Management
Texas
-$222M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$214M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$182M
5
Lazard Asset Management
Lazard Asset Management
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
276
Personal CFO Solutions
New Jersey
$877K -$66.1K -378 -7%
BWA
277
Brave Warrior Advisors
New York
$875K +$350K +2,000 +67%
BC
278
Burney Company
Virginia
$840K -$1.2M -6,879 -59%
CC
279
Centiva Capital
New York
$809K +$809K +4,622 New
SRL
280
Scientech Research LLC
New Jersey
$770K +$770K +4,403 New
RhumbLine Advisers
281
RhumbLine Advisers
Massachusetts
$755K +$16.6K +95 +2%
MC
282
Maverick Capital
Texas
$753K +$410K +2,343 +120%
CIG
283
Cullen Investment Group
Louisiana
$724K -$148K -843 -17%
TI
284
Tidal Investments
Wisconsin
$721K +$50.9K +291 +8%
FRM
285
Fox Run Management
Connecticut
$701K +$499K +2,853 +248%
SAM
286
Sectoral Asset Management
Quebec, Canada
$700K +$700K +4,000 New
FIM
287
Freedom Investment Management
Connecticut
$697K +$80.7K +461 +13%
TPW
288
Transatlantique Private Wealth
New York
$684K -$491K -2,808 -42%
CIM
289
Confluence Investment Management
Missouri
$682K +$12.4K +71 +2%
Robeco Institutional Asset Management
290
Robeco Institutional Asset Management
Netherlands
$682K +$70.7K +404 +12%
TFS
291
Thoroughbred Financial Services
Tennessee
$681K +$681K +3,894 New
Commonwealth Equity Services
292
Commonwealth Equity Services
Massachusetts
$679K +$874 +5 +0.1%
Federated Hermes
293
Federated Hermes
Pennsylvania
$672K – – –
CAG
294
Cypress Advisory Group
Arizona
$672K +$492K +2,813 +274%
NL
295
NWAM LLC
Washington
$667K -$175 -1 -0%
RG
296
Rathbones Group
United Kingdom
$665K – – –
CB
297
Cadence Bank
Mississippi
$664K +$6.3K +36 +1%
DWM
298
Dynasty Wealth Management
Florida
$659K -$9.45K -54 -1%
M
299
MOTCO
Texas
$657K -$3.85K -22 -0.6%
TPI
300
Trust Point Inc
Wisconsin
$655K +$125K +712 +23%
10 11
12
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