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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 %
PS
326
Principal Securities
Iowa
$486K – – –
YIH
327
Y-Intercept (HK)
Hong Kong
$466K +$466K +2,665 New
SF
328
Synovus Financial
Georgia
$462K -$2.32M -13,258 -83%
DWM
329
Dakota Wealth Management
Florida
$458K +$56.2K +321 +14%
TSS
330
Two Sigma Securities
New York
$457K +$232K +1,326 +103%
GS
331
GTS Securities
New York
$456K +$456K +2,605 New
MIP
332
Marietta Investment Partners
Wisconsin
$455K -$350 -2 -0.1%
VA
333
Vident Advisory
Georgia
$455K -$643K -3,674 -59%
NA
334
NewEdge Advisors
Louisiana
$454K +$64.4K +368 +17%
P
335
Pitcairn
Pennsylvania
$446K -$77K -440 -15%
CIBC World Market
336
CIBC World Market
Ontario, Canada
$438K -$111K -634 -20%
IAIM
337
International Assets Investment Management
Florida
$418K -$50.9K -291 -11%
1WM
338
1900 Wealth Management
Texas
$414K +$7K +40 +2%
LA
339
Legacy Advisors
Pennsylvania
$412K – – –
RHJA
340
Rice Hall James & Associates
California
$412K -$24K -137 -5%
GC
341
Guggenheim Capital
Illinois
$406K +$37.3K +213 +10%
William Blair Investment Management
342
William Blair Investment Management
Illinois
$402K -$1.05K -6 -0.3%
LWAM
343
Legacy Wealth Asset Management
Minnesota
$400K +$14.2K +81 +4%
PA
344
Pinnacle Associates
New York
$397K -$2.28K -13 -0.6%
CIS
345
Custom Index Systems
New York
$395K +$395K +2,256 New
EF
346
Empowered Funds
Pennsylvania
$391K +$98.9K +565 +34%
FAIM
347
Financial Advocates Investment Management
Washington
$390K -$83.8K -479 -18%
Wealth Enhancement Advisory Services
348
Wealth Enhancement Advisory Services
Minnesota
$387K -$109K -621 -22%
MA
349
Mutual Advisors
Nebraska
$378K +$199K +1,375 +112%
WI
350
Wahed Invest
New York
$373K +$5.78K +33 +2%
12 13
14
15 16