ICLR icon

Icon
ICLR

Overview Fund Activity

549 hedge funds and large institutions have $13.1B invested in Icon in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-39
Holders Change %
-6.63%
% of All Funds
7.46%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
70
Increased
187
Reduced
221
Closed
95
Calls
$14.9M
Puts
$24.6M
Net Calls
-$9.69M
Net Calls Change
+$53.6M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$717M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$276M
3
Invesco
Invesco
Georgia
+$192M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$95.5M

Top Sellers

1
BI
BlueSpruce Investments
Illinois
-$256M
2
Victory Capital Management
Victory Capital Management
Texas
-$222M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$214M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$182M
5
Lazard Asset Management
Lazard Asset Management
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
376
Portside Wealth Group
Utah
$284K -$139K -793 -33%
IAS
377
Insigneo Advisory Services
Florida
$279K -$28.7K -164 -9%
FFO
378
Fiduciary Family Office
Florida
$279K +$279K +1,594 New
WTC
379
WhitTier Trust Company
Nevada
$279K +$74.7K +427 +37%
WBC
380
Westpac Banking Corp
Australia
$269K +$196K +1,121 +271%
LCWP
381
Legacy Capital Wealth Partners
Arkansas
$268K -$5.6K -32 -2%
TA
382
Tectonic Advisors
Texas
$267K – – –
DADC
383
D.A. Davidson & Co
Montana
$266K -$44.1K -252 -14%
CSIC
384
Clifford Swan Investment Counsel
California
$266K – – –
FNBSF
385
First National Bank Sioux Falls
South Dakota
$262K +$262K +1,495 New
TWC
386
TD Waterhouse Canada
Ontario, Canada
$259K -$727K -4,369 -74%
QEI
387
QSV Equity Investors
Illinois
$257K +$257K +1,466 New
SC
388
Steph & Co
Wisconsin
$253K -$20.5K -117 -8%
NAM
389
NorthCrest Asset Manangement
Minnesota
$252K – – –
AWS
390
Atria Wealth Solutions
New York
$249K +$61.4K +351 +33%
MCM
391
MAI Capital Management
Ohio
$246K -$350 -2 -0.1%
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$246K +$12.8K +73 +5%
GGA
393
Granite Group Advisors
Connecticut
$244K – – –
FP
394
Foundry Partners
Minnesota
$241K +$175 +1 +0.1%
AAP
395
Arax Advisory Partners
Colorado
$240K +$16.3K +93 +7%
EI
396
Ethic Inc
New York
$240K +$10.2K +61 +4%
GLF
397
Groupe la Francaise
France
$240K – – –
CAMG
398
CWA Asset Management Group
Florida
$240K -$9.97K -57 -4%
UB
399
UMB Bank
Missouri
$238K -$2.45K -14 -1%
VWM
400
Venturi Wealth Management
Texas
$236K -$137K -784 -37%
14 15
16
17 18