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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
AQR Capital Management
501
AQR Capital Management
Connecticut
-$308K -1,689 Closed
SCA
502
Summit Creek Advisors
Minnesota
-$302K -1,655 Closed
ST
503
Somerset Trust
Pennsylvania
-$301K -1,650 Closed
PWMAG
504
Pinnacle Wealth Management Advisory Group
New Jersey
-$296K -1,624 Closed
CIA
505
Concurrent Investment Advisors
Florida
-$289K -1,584 Closed
FVWA
506
Foster Victor Wealth Advisors
South Carolina
-$287K -1,573 Closed
SAM
507
Simplify Asset Management
Nevada
-$283K -1,555 Closed
IAIM
508
International Assets Investment Management
Florida
-$280K -1,535 Closed
BCI
509
Brinker Capital Investments
Pennsylvania
-$275K -1,511 Closed
NAM
510
NorthCrest Asset Manangement
Minnesota
-$285K -1,440 Closed
TIA
511
Tandem Investment Advisors
South Carolina
-$251K -1,379 Closed
CFO
512
Callan Family Office
Pennsylvania
-$249K -1,364 Closed
CSIC
513
Clifford Swan Investment Counsel
California
-$248K -1,360 Closed
GC
514
Guggenheim Capital
Illinois
-$244K -1,338 Closed
AWAU
515
Alliance Wealth Advisors (Utah)
Utah
-$243K -1,332 Closed
AT
516
American Trust
Kentucky
-$242K -1,328 Closed
DI
517
DAGCO Inc
Ohio
-$241K -1,325 Closed
RCA
518
Resonant Capital Advisors
Wisconsin
-$236K -1,293 Closed
PAG
519
Private Advisor Group
New Jersey
-$235K -1,292 Closed
UCFA
520
United Capital Financial Advisors
Texas
-$229K -1,258 Closed
FRA
521
Frank Rimerman Advisors
California
-$223K -1,226 Closed
FCM
522
Farallon Capital Management
California
-$219K -1,200 Closed
PI
523
Pettee Investors
Connecticut
-$219K -1,200 Closed
GT
524
Glenmede Trust
Pennsylvania
-$214K -1,176 Closed
WA
525
Waverly Advisors
Alabama
-$211K -1,156 Closed