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 %
BTI
451
Blue Trust Inc
Georgia
$47.8K -$1.75K -10 -4%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$47K +$4.03K +23 +9%
LFG
453
Larson Financial Group
Missouri
$45.5K +$28.5K +163 +168%
PTC
454
Private Trust Company
Ohio
$40.2K -$3.5K -20 -8%
PPC
455
Park Place Capital
Alabama
$36.9K -$2.45K -14 -6%
Mirae Asset Global Investments
456
Mirae Asset Global Investments
South Korea
$36K -$358 -2 -1%
SNB
457
Security National Bank
Nebraska
$35K
HCM
458
Hollencrest Capital Management
California
$31.8K
GJIA
459
Glass Jacobson Investment Advisors
Maryland
$31.5K
ADL
460
Asset Dedication LLC
California
$28.2K
SW
461
SVB Wealth
Massachusetts
$28K +$28K +160 New
QCG
462
Quadrant Capital Group
Ohio
$27.5K -$13.8K -79 -33%
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$25.7K +$23.4K +134 +1,031%
CA
464
Crewe Advisors
Utah
$25.4K +$25.4K +145 New
BI
465
Binnacle Investments
Iowa
$22.6K +$22.6K +129 New
SO
466
Sierra Ocean
California
$21.9K -$1.93K -11 -8%
OCM
467
Orion Capital Management
California
$21K
PC
468
Promus Capital
Illinois
$16.3K
WA
469
Whipplewood Advisors
Colorado
$15.2K +$1.04K +7 +7%
CI
470
CX Institutional
Indiana
$15K +$15K +83 New
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$14.2K -$525 -3 -4%
CFB
472
Cullen/Frost Bankers
Texas
$13.8K +$4.38K +25 +46%
NSIM
473
North Star Investment Management
Illinois
$13.1K +$13.1K +75 New
CFO
474
CVA Family Office
Colorado
$12.9K -$1.75K -10 -12%
TCOV
475
Trust Company of Vermont
Vermont
$12.2K