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
Name Holding Trade Value Shares
Change
Shares
Change %
NW
401
NewEdge Wealth
Pennsylvania
$236K +$50.2K +287 +27%
AWM
402
Apollon Wealth Management
South Carolina
$236K +$236K +1,348 New
GWM
403
Geneos Wealth Management
Colorado
$230K +$130K +744 +131%
RS
404
R Squared
Hong Kong
$226K +$168K +960 +291%
PNC
405
Park National Corp
Ohio
$223K -$7K -40 -3%
SIA
406
SeaBridge Investment Advisors
New Jersey
$223K -$2.72M -15,516 -92%
UCFA
407
United Capital Financial Advisors
Texas
$216K -$26.4K -151 -11%
FRA
408
Frank Rimerman Advisors
California
$214K -$4.2K -24 -2%
TIAA Trust, National Association
409
TIAA Trust, National Association
North Carolina
$209K -$79.4K -454 -28%
Schroder Investment Management Group
410
Schroder Investment Management Group
United Kingdom
$208K -$7.7K -43 -4%
QWM
411
Quadcap Wealth Management
Texas
$207K +$525 +3 +0.3%
TCA
412
Transcend Capital Advisors
New Jersey
$205K +$14.5K +83 +8%
PIM
413
Penobscot Investment Management
Massachusetts
$201K
HR
414
Hardy Reed
Mississippi
$200K
Zurich Cantonal Bank
415
Zurich Cantonal Bank
Switzerland
$182K -$136K -778 -43%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$164K -$32.4K -185 -16%
Credit Agricole
417
Credit Agricole
France
$152K +$20.5K +117 +16%
HI
418
Horizon Investments
North Carolina
$141K +$27.1K +155 +24%
GBT
419
Grove Bank & Trust
Florida
$140K +$28.5K +163 +26%
PA
420
Parallel Advisors
California
$131K -$27.6K -158 -17%
Pacer Advisors
421
Pacer Advisors
Pennsylvania
$131K +$3.68K +21 +3%
PAS
422
Point72 Asia (Singapore)
Singapore
$129K -$378K -2,160 -75%
AF
423
Allworth Financial
California
$124K +$33.9K +232 +38%
AssetMark Inc
424
AssetMark Inc
California
$118K -$34.7K -198 -23%
Walleye Trading
425
Walleye Trading
New York
$117K +$117K +667 New