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489 hedge funds and large institutions have $11.2B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 153 increasing their positions, 208 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $8.93M

1.66% more ownership

Funds ownership: 93.72%95.38% (+1.7%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

13% less funds holding

Funds holding: 560489 (-71)

16% less capital invested

Capital invested by funds: $13.4B → $11.2B (-$2.2B)

26% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 208

49% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 136

Holders
489
Holders Change
-71
Holders Change %
-12.68%
% of All Funds
6.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
70
Increased
153
Reduced
208
Closed
136
Calls
$18.1M
Puts
$8.93M
Net Calls
+$9.16M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QEI
351
QSV Equity Investors
Illinois
$212K -$993 -7 -0.5%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$212K +$207K +1,460 New
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$211K -$514K -3,623 -71%
CIBC Asset Management
354
CIBC Asset Management
Ontario, Canada
$211K -$233K -1,641 -53%
SCA
355
Snowden Capital Advisors
New York
$208K -$938K -6,616 -82%
CA
356
CSM Advisors
Pennsylvania
$204K +$199K +1,404 New
AF
357
Allworth Financial
California
$203K +$77.6K +547 +64%
MCM
358
MAI Capital Management
Ohio
$202K -$2.55K -18 -1%
WPWM
359
Western Pacific Wealth Management
Illinois
$201K +$196K +1,380 New
HH
360
Hilltop Holdings
Texas
$200K -$106K -749 -35%
GLF
361
Groupe la Francaise
France
$188K
NS
362
NBC Securities
Alabama
$169K +$117K +824 +242%
IWA
363
Icon Wealth Advisors
Texas
$163K +$159K +1,124 New
Zurich Cantonal Bank
364
Zurich Cantonal Bank
Switzerland
$149K -$2.41K -17 -2%
Mirae Asset Global ETFs Holdings
365
Mirae Asset Global ETFs Holdings
Hong Kong
$113K +$41K +289 +59%
PS
366
Principal Securities
Iowa
$109K -$223K -1,572 -68%
Pacer Advisors
367
Pacer Advisors
Pennsylvania
$104K -$4.4K -31 -4%
IA
368
IFP Advisors
Florida
$95K +$3.26K +23 +4%
SWM
369
Spire Wealth Management
Virginia
$89.6K -$5.53K -39 -6%
AAM
370
Advisors Asset Management
Colorado
$89K -$4.11K -29 -5%
Jones Financial Companies
371
Jones Financial Companies
Missouri
$88.2K +$26.5K +187 +44%
GBT
372
Grove Bank & Trust
Florida
$86.5K -$29.2K -206 -26%
SPIA
373
Steward Partners Investment Advisory
New York
$84.9K -$10.5K -74 -11%
Nomura Asset Management
374
Nomura Asset Management
Japan
$84.4K
GWM
375
Geneos Wealth Management
Colorado
$78.7K -$109K -772 -59%

ICLR Hedge Fund Activity: Q2 2025 in Review

489 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q2 2025, worth a combined $11.2B — down 16% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of ICLR and 70 opened new positions — a net loss of 66 holders — while 208 trimmed existing stakes and 153 added.

The largest buyer was Artisan Partners, adding an estimated $410M. The largest seller was WCM Investment Management, cutting an estimated $878M.

  • 489 institutional investors held Icon (ICLR) as of Q2 2025, down from 560 in Q1 2025.
  • Funds reported $11.2B of Icon stock for Q2 2025, down 16% quarter-over-quarter.
  • 70 funds opened new Icon positions in Q2 2025 and 136 closed out, a net change of -66 holders.
  • The largest Icon buyer in Q2 2025 was Artisan Partners, an estimated $410M added.
  • The largest Icon seller in Q2 2025 was WCM Investment Management, an estimated $878M sold.

Based on aggregated 13F filings for Q2 2025.