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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
BAM
426
Blueshift Asset Management
New Jersey
$244K -$429K -1,838 -61%
AWA
427
Arkadios Wealth Advisors
Georgia
$244K -$30.6K -131 -10%
NG
428
Norden Group
Utah
$243K -$110K -469 -29%
FRM
429
Fox Run Management
Connecticut
$242K +$269K +1,152 New
PIM
430
Penobscot Investment Management
Massachusetts
$241K -$14K -60 -5%
HR
431
Hardy Reed
Mississippi
$240K
IFWM
432
Institute for Wealth Management
Colorado
$240K +$267K +1,144 New
ACM
433
Alta Capital Management
Utah
$240K -$20.8M -88,977 -99%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$235K -$38.8K -166 -13%
JFG
435
Jefferies Financial Group
New York
$232K -$263K -1,128 -50%
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$230K -$971K -4,159 -79%
TCA
437
Transcend Capital Advisors
New Jersey
$229K +$255K +1,091 New
AWS
438
Atria Wealth Solutions
New York
$225K -$281K -1,205 -53%
FNBOH
439
First National Bank of Hutchinson
Kansas
$225K
JGC
440
J. Goldman & Co
New York
$225K +$250K +1,072 New
MWM
441
Mission Wealth Management
California
$223K -$3.74K -16 -1%
NW
442
NewEdge Wealth
Pennsylvania
$223K +$248K +1,063 New
PWMAG
443
Pinnacle Wealth Management Advisory Group
New Jersey
$222K
CAG
444
Cypress Advisory Group
Arizona
$215K +$240K +1,027 New
KPWS
445
Kestra Private Wealth Services
Texas
$215K -$370K -1,586 -61%
DC
446
Davenport & Co
Virginia
$214K +$238K +1,021 New
FCM
447
Farallon Capital Management
California
$210K -$51.3M -219,800 -100%
BFS
448
Bradley Foster & Sargent
Connecticut
$210K
MSCM
449
McElhenny Sheffield Capital Management
Texas
$210K
PWM
450
Purus Wealth Management
California
$203K -$285K -1,221 -56%

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.