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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
BEI
476
Benjamin Edwards Inc
Missouri
-$850K -4,666 Closed
VAS
477
Vestmark Advisory Solutions
Massachusetts
-$738K -4,048 Closed
M&T Bank
478
M&T Bank
New York
-$694K -3,805 Closed
Fidelity International
479
Fidelity International
Bermuda
-$652K -3,576 Closed
AC
480
Annandale Capital
Texas
-$601K -3,300 Closed
Sumitomo Mitsui Trust Group
481
Sumitomo Mitsui Trust Group
Japan
-$601K -3,298 Closed
Voloridge Investment Management
482
Voloridge Investment Management
Florida
-$540K -2,961 Closed
GWM
483
Gibbs Wealth Management
Georgia
-$530K -2,921 Closed
MIP
484
Marietta Investment Partners
Wisconsin
-$518K -2,841 Closed
QCM
485
Quantinno Capital Management
New York
-$502K -2,754 Closed
MYIA
486
Mount Yale Investment Advisors
Colorado
-$487K -2,672 Closed
QCM
487
Qsemble Capital Management
New York
-$485K -2,659 Closed
Westfield Capital Management
488
Westfield Capital Management
Massachusetts
-$462K -2,534 Closed
OF
489
Optimize Financial
California
-$448K -2,461 Closed
DIA
490
Dana Investment Advisors
Wisconsin
-$419K -2,301 Closed
TSS
491
Two Sigma Securities
New York
-$405K -2,224 Closed
WKSWA
492
White Knight Strategic Wealth Advisors
New Jersey
-$400K -2,193 Closed
FFM
493
Forum Financial Management
Illinois
-$379K -2,078 Closed
DC
494
Davenport & Co
Virginia
-$377K -2,071 Closed
HH
495
Hilltop Holdings
Texas
-$357K -1,958 Closed
TA
496
Tectonic Advisors
Texas
-$343K -1,883 Closed
HSA
497
HBK Sorce Advisory
Pennsylvania
-$281K -1,865 Closed
LSA
498
Leonteq Securities AG
Switzerland
-$327K -1,795 Closed
PWG
499
Portside Wealth Group
Utah
-$313K -1,720 Closed
BIG
500
Brooklyn Investment Group
New York
-$309K -1,693 Closed