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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 %
P
351
&Partners
Tennessee
$373K -$24.6K -138 -6%
HH
352
Hilltop Holdings
Texas
$372K -$71.4K -408 -16%
NI
353
Natural Investments
California
$364K +$364K +2,084 New
HAG
354
HighPoint Advisor Group
Illinois
$350K -$69.3K -464 -17%
PIC
355
Portland Investment Counsel
Ontario, Canada
$350K – – –
BAM
356
Blueshift Asset Management
New Jersey
$345K +$141K +808 +69%
MCC
357
Malaga Cove Capital
California
$344K +$21.9K +125 +7%
GIM
358
Groesbeck Investment Management
New Jersey
$334K – – –
LCOV
359
London Company of Virginia
Virginia
$330K +$330K +1,885 New
ST
360
Somerset Trust
Pennsylvania
$324K -$25.4K -145 -7%
AWAU
361
Alliance Wealth Advisors (Utah)
Utah
$320K -$54.9K -314 -15%
CP
362
Covenant Partners
Tennessee
$316K – – –
JFG
363
Jefferies Financial Group
New York
$315K +$121K +693 +63%
SCA
364
Summit Creek Advisors
Minnesota
$309K +$1.4K +8 +0.5%
Cambridge Investment Research Advisors
365
Cambridge Investment Research Advisors
Iowa
$305K -$16.6K -95 -5%
Kovitz Investment Group Partners
366
Kovitz Investment Group Partners
Illinois
$301K -$33.1K -189 -10%
MFIM
367
Mesirow Financial Investment Management
Illinois
$297K +$52.8K +302 +22%
MFG
368
Merit Financial Group
Georgia
$296K +$85.2K +487 +40%
VPIM
369
Vanguard Personalized Indexing Management
California
$294K +$29.9K +171 +11%
HKIM
370
Hayek Kallen Investment Management
Alabama
$294K -$123K -700 -29%
QCM
371
Qsemble Capital Management
New York
$292K +$3.5K +20 +1%
MM
372
MQS Management
New York
$291K +$291K +1,662 New
PWPS
373
Pinnacle Wealth Planning Services
Ohio
$290K +$23.1K +132 +9%
PAG
374
Private Advisor Group
New Jersey
$286K -$5.95K -34 -2%
BEI
375
Benjamin Edwards Inc
Missouri
$285K +$10.1K +58 +4%
13 14
15
16 17