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560 hedge funds and large institutions have $13.4B invested in Icon in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 92.15%93.72% (+1.6%)

6% less funds holding

Funds holding: 594560 (-34)

14% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 222

16% less capital invested

Capital invested by funds: $16B → $13.4B (-$2.57B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

25% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 96

39% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $24.6M

Holders
560
Holders Change
-34
Holders Change %
-5.72%
% of All Funds
7.51%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
72
Increased
192
Reduced
222
Closed
96
Calls
$14.9M
Puts
$24.6M
Net Calls
-$9.69M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
376
Merit Financial Group
Georgia
$296K +$94.4K +487 +40%
VPIM
377
Vanguard Personalized Indexing Management
California
$294K +$33.2K +171 +11%
HKIM
378
Hayek Kallen Investment Management
Alabama
$294K -$136K -700 -29%
QCM
379
Qsemble Capital Management
New York
$292K +$3.88K +20 +1%
MM
380
MQS Management
New York
$291K +$322K +1,662 New
PWPS
381
Pinnacle Wealth Planning Services
Ohio
$290K +$25.6K +132 +9%
PAG
382
Private Advisor Group
New Jersey
$286K -$6.59K -34 -2%
BEI
383
Benjamin Edwards Inc
Missouri
$285K +$11.2K +58 +4%
PWG
384
Portside Wealth Group
Utah
$284K -$154K -793 -33%
IAS
385
Insigneo Advisory Services
Florida
$279K -$31.8K -164 -9%
FFO
386
Fiduciary Family Office
Florida
$279K +$309K +1,594 New
WTC
387
WhitTier Trust Company
Nevada
$279K +$82.8K +427 +37%
WBC
388
Westpac Banking Corp
Australia
$269K +$217K +1,121 +271%
LCWP
389
Legacy Capital Wealth Partners
Arkansas
$268K -$6.2K -32 -2%
TA
390
Tectonic Advisors
Texas
$267K
DADC
391
D.A. Davidson & Co
Montana
$266K -$48.9K -252 -14%
CSIC
392
Clifford Swan Investment Counsel
California
$266K
FNBSF
393
First National Bank Sioux Falls
South Dakota
$262K +$290K +1,495 New
TWC
394
TD Waterhouse Canada
Ontario, Canada
$259K -$847K -4,369 -74%
QEI
395
QSV Equity Investors
Illinois
$257K +$284K +1,466 New
SC
396
Steph & Co
Wisconsin
$253K -$22.7K -117 -8%
NAM
397
NorthCrest Asset Manangement
Minnesota
$252K
AWS
398
Atria Wealth Solutions
New York
$249K +$68K +351 +33%
MCM
399
MAI Capital Management
Ohio
$246K -$388 -2 -0.1%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$246K +$14.2K +73 +5%

ICLR Hedge Fund Activity: Q1 2025 in Review

560 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q1 2025, worth a combined $13.4B — down 16% from $16B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of ICLR and 72 opened new positions — a net loss of 24 holders — while 222 trimmed existing stakes and 192 added.

The largest buyer was Artisan Partners, adding an estimated $794M. The largest seller was BlueSpruce Investments, exiting entirely with an estimated $256M sold.

  • 560 institutional investors held Icon (ICLR) as of Q1 2025, down from 594 in Q4 2024.
  • Funds reported $13.4B of Icon stock for Q1 2025, down 16% quarter-over-quarter.
  • 72 funds opened new Icon positions in Q1 2025 and 96 closed out, a net change of -24 holders.
  • The largest Icon buyer in Q1 2025 was Artisan Partners, an estimated $794M added.
  • The largest Icon seller in Q1 2025 was BlueSpruce Investments, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2025.