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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
FNWA
376
Financial Network Wealth Advisors
Utah
$2.99K +$1.09K +8 +42%
RFP
377
Root Financial Partners
California
$2.88K -$4.51K -33 -56%
MWA
378
Medallion Wealth Advisors
Connecticut
$2.54K
PUI
379
Purpose Unlimited Inc
$2.21K -$5.33K -39 -66%
AA
380
Ancora Advisors
Ohio
$2.21K
IAAG
381
Innovative Asset Advisors Group
Connecticut
$2.1K +$2.6K +19 New
OAJ
382
Ogorek Anthony Joseph
New York
$2K +$2.73K +20 New
SAM
383
Smartleaf Asset Management
Massachusetts
$1.37K -$10.4K -76 -85%
CSC
384
Caldwell Sutter Capital
California
$1.33K
WB
385
Webster Bank
Connecticut
$1.33K
FFO
386
Fortitude Family Office
Arizona
$1.33K +$956 +7 +140%
PWMG
387
Prestige Wealth Management Group
New Jersey
$1.22K
DJSG
388
D.J. St. Germain
Massachusetts
$1.22K
SS
389
SBI Securities
Japan
$1.11K
KFI
390
Key Financial Inc
Pennsylvania
$1.11K +$1.37K +10 New
MTI
391
Merrithew & Thorsten Inc
California
$1K
PWPS
392
Pinnacle Wealth Planning Services
Ohio
$885
GSWM
393
Golden State Wealth Management
California
$775 -$1.09K -8 -53%
PWA
394
Physician Wealth Advisors
Utah
$775 -$683 -5 -42%
CFD
395
Creative Financial Designs
Indiana
$775
BIA
396
Bell Investment Advisors
California
$664 -$3.83K -28 -82%
WA
397
WPG Advisers
Maryland
$664 -$1.09K -8 -57%
MCM
398
MV Capital Management
Maryland
$443
PP
399
Pacifica Partners
Canada
$443
SS
400
Sunbelt Securities
Texas
$443