413 hedge funds and large institutions have $8.74B invested in Icon in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 139 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

19% less funds holding

Funds holding: 511413 (-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: 65 | Existing positions closed: 148

Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
501
Somerset Trust
Pennsylvania
PWMAG
502
Pinnacle Wealth Management Advisory Group
New Jersey
CIA
503
Concurrent Investment Advisors
Florida
FVWA
504
Foster Victor Wealth Advisors
South Carolina
SAM
505
Simplify Asset Management
Nevada
IAIM
506
International Assets Investment Management
Florida
BCI
507
Brinker Capital Investments
Pennsylvania
NAM
508
NorthCrest Asset Manangement
Minnesota
TIA
509
Tandem Investment Advisors
South Carolina
CFO
510
Callan Family Office
Pennsylvania
CSIC
511
Clifford Swan Investment Counsel
California
GC
512
Guggenheim Capital
Illinois
AWAU
513
Alliance Wealth Advisors (Utah)
Utah
AT
514
American Trust
Kentucky
DI
515
DAGCO Inc
Ohio
NA
516
NewEdge Advisors
Louisiana
RCA
517
Resonant Capital Advisors
Wisconsin
PAG
518
Private Advisor Group
New Jersey
UCFA
519
United Capital Financial Advisors
Texas
FRA
520
Frank Rimerman Advisors
California
PI
521
Pettee Investors
Connecticut
FCM
522
Farallon Capital Management
California
GT
523
Glenmede Trust
Pennsylvania
WA
524
Waverly Advisors
Alabama
PIM
525
Penobscot Investment Management
Massachusetts