We are live on ! Find out more

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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$87.3M +$36.3M +265,858 +51%
Franklin Resources
27
Franklin Resources
California
$86.5M -$297M -2,177,251 -73%
SEI Investments
28
SEI Investments
Pennsylvania
$83.8M -$3.89M -28,448 -4%
LCM
29
Lakewood Capital Management
New York
$82.7M +$56.7M +415,200 +125%
Goldman Sachs
30
Goldman Sachs
New York
$69.8M +$21.5M +157,446 +33%
SSM
31
Sound Shore Management
Connecticut
$69.4M +$85.6M +626,958 New
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$68.9M +$46.3M +338,864 +120%
UBS Group
33
UBS Group
Switzerland
$67.8M +$10.1M +73,628 +14%
SIMG
34
Stephens Investment Management Group
Texas
$66.3M +$7.67M +56,180 +10%
Bank of America
35
Bank of America
North Carolina
$60.1M -$9.04M -66,178 -11%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$56.9M +$31.9M +233,371 +83%
State Street
37
State Street
Massachusetts
$50.6M +$13.1M +96,003 +27%
IC
38
Impactive Capital
New York
$49.9M +$61.5M +450,540 New
BAMCO Inc
39
BAMCO Inc
New York
$47.2M -$14.7M -107,443 -20%
BlackRock
40
BlackRock
New York
$45.8M +$4.88M +35,753 +9%
Aberdeen Group
41
Aberdeen Group
United Kingdom
$44.2M +$45.5M +333,227 +504%
RRAM
42
River Road Asset Management
Kentucky
$40.9M -$14.4M -105,698 -22%
EHI
43
Eagle Health Investments
Connecticut
$39.7M +$15.2M +111,410 +45%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$38.3M +$13.6M +99,345 +40%
MRCP
45
Maple Rock Capital Partners
Ontario, Canada
$37.1M +$45.8M +335,300 New
HEIP
46
Hudson Edge Investment Partners
New Jersey
$35.3M +$8M +58,554 +22%
SCM
47
Sio Capital Management
New York
$33.9M +$24.5M +179,156 +141%
Morgan Stanley
48
Morgan Stanley
New York
$32.4M -$24.7M -180,497 -38%
ZIG
49
Zuckerman Investment Group
Illinois
$31.1M +$17.1M +125,349 +81%
Raymond James Financial
50
Raymond James Financial
Florida
$28.9M +$9.61M +70,325 +37%