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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
AF
301
Allworth Financial
California
$165K -$12.7K -93 -6%
SPIA
302
Steward Partners Investment Advisory
New York
$157K +$125K +915 +180%
NS
303
NBC Securities
Alabama
$154K +$13.8K +101 +8%
ASN
304
Advisory Services Network
Georgia
$151K -$30.6K -224 -14%
Simplex Trading
305
Simplex Trading
Illinois
$151K +$187K +1,366 New
MCM
306
MAI Capital Management
Ohio
$150K +$3.96K +29 +2%
Bessemer Group
307
Bessemer Group
New Jersey
$145K +$159K +1,167 +805%
BBHC
308
Brown Brothers Harriman & Co
New York
$144K -$39.4M -288,130 -100%
GLF
309
Groupe la Francaise
France
$137K
SG Americas Securities
310
SG Americas Securities
New York
$127K -$385K -2,816 -71%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$117K +$5.46K +40 +4%
BGAI
312
Bruce G. Allen Investments
Colorado
$115K +$76.9K +563 +118%
AA
313
AlphaCentric Advisors
Puerto Rico
$108K -$44K -322 -25%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$102K +$115K +839 +1,062%
PA
315
Parallel Advisors
California
$82.4K +$5.6K +41 +6%
SWM
316
Spire Wealth Management
Virginia
$78.9K +$4.78K +35 +5%
GBT
317
Grove Bank & Trust
Florida
$73.7K +$36.6K +268 +67%
BTI
318
Blue Trust Inc
Georgia
$72.8K +$60.7K +444 +207%
Zurich Cantonal Bank
319
Zurich Cantonal Bank
Switzerland
$68.1K -$4.24K -31 -5%
SC
320
Stance Capital
Massachusetts
$66.4K +$82K +600 New
BSB
321
Bangor Savings Bank
Maine
$66.2K -$591K -4,327 -88%
ST
322
Smithfield Trust
Pennsylvania
$62K
WSFS
323
Wilmington Savings Fund Society
Delaware
$52.6K -$1.64K -12 -2%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$49.2K -$87.4K -640 -59%
VGA
325
Vanguard Global Advisers
Pennsylvania
$48.4K +$59.7K +437 New