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 %
OWA
426
Opal Wealth Advisors
New York
$117K +$117K +666 New
SPIA
427
Steward Partners Investment Advisory
New York
$115K -$12.2K -70 -10%
SWM
428
Spire Wealth Management
Virginia
$115K +$2.1K +12 +2%
AAM
429
Advisors Asset Management
Colorado
$112K -$5.08K -29 -4%
IA
430
IFP Advisors
Florida
$110K -$16.4K -94 -13%
Nomura Asset Management
431
Nomura Asset Management
Japan
$101K +$52.3K +299 +106%
CCM
432
Cloud Capital Management
Washington
$101K +$101K +578 New
FFA
433
Farther Finance Advisors
California
$98.8K +$18.3K +110 +23%
Mirae Asset Global ETFs Holdings
434
Mirae Asset Global ETFs Holdings
Hong Kong
$86.1K +$15.9K +91 +23%
CAL
435
Capital Advisors Ltd
Ohio
$82K – – –
RAM
436
Ramirez Asset Management
New York
$78.7K +$13.1K +75 +20%
HNB
437
Huntington National Bank
Ohio
$77.5K -$58.6K -335 -43%
MG
438
Mather Group
Illinois
$77.2K +$12.8K +73 +20%
FHA
439
First Horizon Advisors
Tennessee
$77.2K +$9.45K +54 +14%
Jones Financial Companies
440
Jones Financial Companies
Missouri
$75.7K -$12.7K -71 -14%
TPCW
441
TD Private Client Wealth
New York
$75.1K -$24.3K -139 -24%
CA
442
Clearstead Advisors
Ohio
$74K -$3.85K -22 -5%
S
443
SignatureFD
Georgia
$72.4K -$21.9K -125 -23%
GWS
444
Greykasell Wealth Strategies
California
$69.3K +$69.3K +396 New
TRCT
445
Tower Research Capital (TRC)
New York
$68.6K +$68.2K +390 +19,500%
GI
446
GAMMA Investing
California
$68.4K -$7.35K -42 -10%
AF
447
Aviso Financial
Ontario, Canada
$65.1K -$61.1K -349 -48%
RDFA
448
Ritter Daniher Financial Advisory
Ohio
$64.9K -$21.7K -124 -25%
NS
449
NBC Securities
Alabama
$59K +$59K +341 New
AF
450
Abound Financial
California
$52.3K +$52.3K +299 New
16 17
18
19 20