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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
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$255K +$63.1K +462 +26%
MGI
277
Miller Global Investments
Texas
$255K -$1.64K -12 -0.5%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$254K +$76.5K +560 +32%
Osaic Holdings
279
Osaic Holdings
Arizona
$254K -$201K -1,470 -39%
PA
280
Pinnacle Associates
New York
$251K -$79K -578 -20%
Fayez Sarofim & Co
281
Fayez Sarofim & Co
Texas
$251K -$3.49M -25,534 -92%
LA
282
Legacy Advisors
Pennsylvania
$243K
CIG
283
Cullen Investment Group
Louisiana
$240K
VFO
284
Virtus Family Office
Texas
$240K -$94.9K -695 -24%
OCBCO
285
Oversea-Chinese Banking Corp (OCBC)
Singapore
$239K -$1.92M -14,086 -87%
TC
286
T3 Companies
New York
$221K +$273K +2,000 New
VIM
287
VELA Investment Management
Ohio
$221K +$272K +1,994 New
IWC
288
Integrated Wealth Concepts
Massachusetts
$215K -$2.56M -18,736 -91%
VPIM
289
Vanguard Personalized Indexing Management
California
$212K -$38.2K -280 -13%
GSC
290
Ground Swell Capital
South Carolina
$209K +$257K +1,885 New
HJIM
291
Henry James International Management
New York
$208K -$1.16M -8,475 -82%
LRPA
292
L. Roy Papp & Associates
Arizona
$206K -$230K -1,685 -47%
NI
293
Natural Investments
California
$202K -$18.4K -135 -7%
ADEF
294
ABS Direct Equity Fund
Connecticut
$202K +$246K +1,800 New
MML Investors Services
295
MML Investors Services
Massachusetts
$201K -$43.6K -319 -15%
HT
296
Headlands Technologies
Illinois
$200K +$247K +1,808 New
UB
297
UMB Bank
Missouri
$196K -$152K -1,114 -39%
Nomura Asset Management
298
Nomura Asset Management
Japan
$181K +$145K +1,060 +183%
Group One Trading
299
Group One Trading
Illinois
$172K -$276K -2,022 -57%
WBC
300
Westpac Banking Corp
Australia
$171K +$54.8K +401 +35%