We are live on ! Find out more

594 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.86% less ownership

Funds ownership: 95.01%92.15% (-2.9%)

10% less funds holding

Funds holding: 660594 (-66)

26% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 253

29% less capital invested

Capital invested by funds: $22.4B → $16B (-$6.4B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

66% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $96.4M

Holders
594
Holders Change
-66
Holders Change %
-10%
% of All Funds
7.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
93
Increased
188
Reduced
253
Closed
152
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
376
Integrated Wealth Concepts
Massachusetts
$369K -$46.5K -199 -10%
IAS
377
Insigneo Advisory Services
Florida
$369K -$30.4K -130 -7%
EF
378
Empowered Funds
Pennsylvania
$350K +$2.57K +11 +0.7%
PAG
379
Private Advisor Group
New Jersey
$350K -$133K -569 -25%
QCM
380
Qsemble Capital Management
New York
$346K +$10.3K +44 +3%
TIAA Trust, National Association
381
TIAA Trust, National Association
North Carolina
$345K -$94.3K -404 -20%
WKSWA
382
White Knight Strategic Wealth Advisors
New Jersey
$340K +$189K +810 +100%
SIA
383
Schechter Investment Advisors
Michigan
$334K -$335K -1,434 -47%
FFM
384
Forum Financial Management
Illinois
$333K +$371K +1,588 New
BEI
385
Benjamin Edwards Inc
Missouri
$329K +$45.5K +195 +14%
LCWP
386
Legacy Capital Wealth Partners
Arkansas
$328K -$147K -631 -29%
SC
387
Steph & Co
Wisconsin
$327K +$12.8K +55 +4%
TA
388
Tectonic Advisors
Texas
$320K -$294K -1,257 -45%
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$320K +$5.6K +24 +2%
DWM
390
Diversify Wealth Management
Utah
$319K -$149K -640 -30%
CSIC
391
Clifford Swan Investment Counsel
California
$319K -$35.3K -151 -9%
WAG
392
Wallace Advisory Group
California
$319K +$19.8K +85 +8%
VPIM
393
Vanguard Personalized Indexing Management
California
$317K -$183K -785 -34%
WA
394
Wealth Alliance
New York
$311K +$35K +150 +11%
CB
395
Commerce Bank
Missouri
$306K -$71.2K -305 -17%
HCA
396
Harbor Capital Advisors
Illinois
$303K -$213K -913 -39%
NAM
397
NorthCrest Asset Manangement
Minnesota
$302K -$16.3K -70 -5%
SW
398
SteelPeak Wealth
California
$299K -$16.8K -72 -5%
CAMG
399
CWA Asset Management Group
Florida
$299K -$1.17K -5 -0.3%
GRP
400
Global Retirement Partners
California
$296K +$86.4K +370 +36%

ICLR Hedge Fund Activity: Q4 2024 in Review

594 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2024, worth a combined $16B — down 29% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ICLR and 93 opened new positions — a net loss of 59 holders — while 253 trimmed existing stakes and 188 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $296M. The largest seller was Boston Partners, cutting an estimated $386M.

  • 594 institutional investors held Icon (ICLR) as of Q4 2024, down from 660 in Q3 2024.
  • Funds reported $16B of Icon stock for Q4 2024, down 29% quarter-over-quarter.
  • 93 funds opened new Icon positions in Q4 2024 and 152 closed out, a net change of -59 holders.
  • The largest Icon buyer in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $296M added.
  • The largest Icon seller in Q4 2024 was Boston Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2024.