413 hedge funds and large institutions have $8.74B invested in Icon in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 139 reducing their positions, and 148 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: 511413 (-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: 65 | Existing positions closed: 148

Holders
413
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
PUI
376
Purpose Unlimited Inc
$2.21K
AA
377
Ancora Advisors
Ohio
$2.21K
IAAG
378
Innovative Asset Advisors Group
Connecticut
$2.1K
OAJ
379
Ogorek Anthony Joseph
New York
$2K
SAM
380
Smartleaf Asset Management
Massachusetts
$1.37K
CSC
381
Caldwell Sutter Capital
California
$1.33K
WB
382
Webster Bank
Connecticut
$1.33K
FFO
383
Fortitude Family Office
Arizona
$1.33K
PWMG
384
Prestige Wealth Management Group
New Jersey
$1.22K
DJSG
385
D.J. St. Germain
Massachusetts
$1.22K
WWM
386
Western Wealth Management
Colorado
$1.16K
SS
387
SBI Securities
Japan
$1.11K
KFI
388
Key Financial Inc
Pennsylvania
$1.11K
MTI
389
Merrithew & Thorsten Inc
California
$1K
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$885
GSWM
391
Golden State Wealth Management
California
$775
PWA
392
Physician Wealth Advisors
Utah
$775
CFD
393
Creative Financial Designs
Indiana
$775
BIA
394
Bell Investment Advisors
California
$664
WA
395
WPG Advisers
Maryland
$664
MCM
396
MV Capital Management
Maryland
$443
SS
397
Sunbelt Securities
Texas
$443
PP
398
Pacifica Partners
Canada
$443
VWM
399
Vermillion Wealth Management
Minnesota
$332
SIC
400
SJS Investment Consulting
Ohio
$222