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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$14.3K
MWC
352
MBM Wealth Consultants
Missouri
$13.3K
CLOS
353
Compagnie Lombard Odier SCmA
Switzerland
$12.2K
CPG
354
Cornerstone Planning Group
New Jersey
$12.1K
MG
355
Mather Group
Illinois
$11.8K
TWC
356
TD Waterhouse Canada
Ontario, Canada
$11.4K
EPIME
357
Evelyn Partners Investment Management (Europe)
$11.1K
WA
358
Walsh & Associates
Florida
$11.1K
CFB
359
Cullen/Frost Bankers
Texas
$10.2K
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$9.19K
CI
361
CX Institutional
Indiana
$9K
EWA
362
EverSource Wealth Advisors
Alabama
$8.63K
JSAM
363
J. Safra Asset Management
New York
$7.53K
EWP
364
Elevation Wealth Partners
California
$6.64K
Kayne Anderson Rudnick Investment Management
365
Kayne Anderson Rudnick Investment Management
California
$6.42K
WA
366
Whipplewood Advisors
Colorado
$6.31K
RF
367
Rossby Financial
Florida
$5.57K
CNBTD
368
Citizens National Bank Trust Department
Mississippi
$5.53K
AF
369
Alerus Financial
North Dakota
$5.31K
T
370
Transce3nd
Texas
$4.98K
BWL
371
Bogart Wealth LLC
Virginia
$4.65K
CFO
372
CVA Family Office
Colorado
$4.54K
FDW
373
Fourth Dimension Wealth
Ohio
$4.21K
POIA
374
Pin Oak Investment Advisors
Texas
$4K
MBFW
375
Morton Brown Family Wealth
Pennsylvania
$3.32K