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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
IA
351
IFP Advisors
Florida
$14.3K -$1.64K -12 -9%
MWC
352
MBM Wealth Consultants
Missouri
$13.3K +$16.4K +120 New
CLOS
353
Compagnie Lombard Odier SCmA
Switzerland
$12.2K
CPG
354
Cornerstone Planning Group
New Jersey
$12.1K +$12.6K +92 +1,150%
MG
355
Mather Group
Illinois
$11.8K +$14.6K +107 New
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 -$14.2K -104 -56%
CI
361
CX Institutional
Indiana
$9K
EWA
362
EverSource Wealth Advisors
Alabama
$8.63K -$1.78K -13 -14%
JSAM
363
J. Safra Asset Management
New York
$7.53K +$6.15K +45 +196%
EWP
364
Elevation Wealth Partners
California
$6.64K
Kayne Anderson Rudnick Investment Management
365
Kayne Anderson Rudnick Investment Management
California
$6.42K -$419K -3,066 -98%
WA
366
Whipplewood Advisors
Colorado
$6.31K +$7.79K +57 New
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 +$2.19K +16 +55%
BWL
371
Bogart Wealth LLC
Virginia
$4.65K -$410 -3 -7%
CFO
372
CVA Family Office
Colorado
$4.54K +$3.42K +25 +156%
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