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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
VWM
401
Vermillion Wealth Management
Minnesota
$332 +$410 +3 New
SIC
402
SJS Investment Consulting
Ohio
$222 -$410 -3 -60%
CTC
403
Central Trust Company
Missouri
$222
TCM
404
TD Capital Management
Tennessee
$221
TWM
405
TopTier Wealth Management
Wisconsin
$221 +$273 +2 New
Nisa Investment Advisors
406
Nisa Investment Advisors
Missouri
$111 -$16.3K -119 -99%
JWA
407
JFS Wealth Advisors
Pennsylvania
$111 -$1.91K -14 -93%
KFAS
408
Keating Financial Advisory Services
Kansas
$111 -$1.23K -9 -90%
DPW
409
DiNuzzo Private Wealth
Pennsylvania
$111 -$546 -4 -80%
TWD
410
True Wealth Design
Ohio
$111 -$273 -2 -67%
RS
411
Rakuten Securities
Japan
$111 -$137 -1 -50%
CA
412
CoreCap Advisors
Michigan
$111
GFA
413
Godfrey Financial Associates
New York
$111
PB
414
Prosperity Bancshares
Texas
$111
CW
415
Curio Wealth
Maryland
$111 +$137 +1 New
HI
416
Harbour Investments
Wisconsin
$13
OAG
417
Orbis Allan Gray
Bermuda
-$768M -4,214,661 Closed
Ninety One (UK)
418
Ninety One (UK)
United Kingdom
-$537M -2,945,810 Closed
WD
419
WGI DM
Massachusetts
-$254M -1,396,009 Closed
American Century Companies
420
American Century Companies
Missouri
-$189M -1,038,013 Closed
Norges Bank
421
Norges Bank
Norway
-$160M -878,462 Closed
Jennison Associates
422
Jennison Associates
New York
-$124M -677,981 Closed
ClearBridge Investments
423
ClearBridge Investments
New York
-$112M -616,991 Closed
AGA
424
Altrinsic Global Advisors
Connecticut
-$92.5M -507,824 Closed
FMI
425
Fiduciary Management Inc
Wisconsin
-$87.6M -480,996 Closed