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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 %
Cerity Partners
301
Cerity Partners
New York
$655K -$410K -2,345 -39%
AIM
302
Aigen Investment Management
New York
$650K +$650K +3,712 New
SBF
303
Sara-Bay Financial
Florida
$643K -$69.7K -389 -10%
RFC
304
Regions Financial Corp
Alabama
$637K -$343K -1,959 -35%
KAS
305
Kestra Advisory Services
Texas
$625K -$59.3K -339 -9%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$620K – – –
WSFS
307
Wilmington Savings Fund Society
Delaware
$611K +$100K +572 +20%
Mariner
308
Mariner
Kansas
$589K -$175 -1 -0%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$587K -$19.9K -114 -3%
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$576K -$882K -5,040 -60%
CCIA
311
Campbell & Co Investment Adviser
Maryland
$575K -$916K -5,232 -61%
Group One Trading
312
Group One Trading
Illinois
$560K +$556K +3,175 +11,759%
SFS
313
Sowell Financial Services
Arkansas
$557K +$557K +3,182 New
FA
314
FDx Advisors
Illinois
$554K -$63.6K -363 -10%
SOW
315
State of Wyoming
Wyoming
$552K +$187K +1,071 +51%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$541K +$26.6K +152 +5%
Aviva
317
Aviva
United Kingdom
$539K -$6.65K -38 -1%
PAS
318
Park Avenue Securities
New York
$534K -$568K -3,250 -52%
YC
319
Yarbrough Capital
Tennessee
$533K – – –
ASN
320
Advisory Services Network
Georgia
$529K -$9.97K -57 -2%
DI
321
DAGCO Inc
Ohio
$527K -$30.8K -176 -6%
BCV
322
Banque Cantonale Vaudoise
Switzerland
$509K +$509K +2,909 New
DT
323
Diversified Trust
Tennessee
$504K -$539K -3,080 -52%
CCM
324
Coldstream Capital Management
Washington
$497K -$67K -383 -12%
PTC
325
Petrus Trust Company
Texas
$490K +$490K +2,800 New
11 12
13
14 15