We are live on ! Find out more

560 hedge funds and large institutions have $13.4B invested in Icon in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 92.15%93.72% (+1.6%)

6% less funds holding

Funds holding: 594560 (-34)

14% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 222

16% less capital invested

Capital invested by funds: $16B → $13.4B (-$2.57B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

25% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 96

39% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $24.6M

Holders
560
Holders Change
-34
Holders Change %
-5.72%
% of All Funds
7.51%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
72
Increased
192
Reduced
222
Closed
96
Calls
$14.9M
Puts
$24.6M
Net Calls
-$9.69M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
501
Rothschild Investment LLC
Illinois
$8.57K
KIM
502
Kestra Investment Management
Texas
$7.88K -$37.6K -194 -81%
MBFW
503
Morton Brown Family Wealth
Pennsylvania
$7.88K
NC
504
North Capital
Utah
$7.88K +$8.72K +45 New
WB
505
Webster Bank
Connecticut
$7.35K
HIA
506
Harbor Investment Advisory
Maryland
$7K
POIA
507
Pin Oak Investment Advisors
Texas
$7K
TFGT
508
TS Financial Group (TSFG)
Illinois
$7K
CWM
509
Centricity Wealth Management
Ohio
$6.65K
FDW
510
Fourth Dimension Wealth
Ohio
$6.65K
BIA
511
Bell Investment Advisors
California
$6.3K -$582 -3 -8%
WPA
512
West Paces Advisors
Georgia
$6.3K
HCP
513
Hexagon Capital Partners
Arkansas
$4.2K -$775 -4 -14%
ACM
514
Accent Capital Management
Ohio
$4.2K +$4.65K +24 New
BGAI
515
Bruce G. Allen Investments
Colorado
$3.85K -$2.71K -14 -39%
MWA
516
Medallion Wealth Advisors
Connecticut
$3.83K +$4.46K +23 New
AA
517
Ancora Advisors
Ohio
$3.5K
WT
518
Washington Trust
Rhode Island
$3.5K +$194 +1 +5%
FAM
519
Flaharty Asset Management
Florida
$3.15K +$3.49K +18 New
FFA
520
Frazier Financial Advisors
Ohio
$2.8K
MCA
521
Maryland Capital Advisors
Maryland
$2.8K
TC
522
Truvestments Capital
Florida
$2.8K
CTWM
523
Cherry Tree Wealth Management
Minnesota
$2.8K +$3.1K +16 New
CA
524
Continuum Advisory
Idaho
$2.63K +$388 +2 +15%
AF
525
Advisornet Financial
Minnesota
$2.45K

ICLR Hedge Fund Activity: Q1 2025 in Review

560 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q1 2025, worth a combined $13.4B — down 16% from $16B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of ICLR and 72 opened new positions — a net loss of 24 holders — while 222 trimmed existing stakes and 192 added.

The largest buyer was Artisan Partners, adding an estimated $794M. The largest seller was BlueSpruce Investments, exiting entirely with an estimated $256M sold.

  • 560 institutional investors held Icon (ICLR) as of Q1 2025, down from 594 in Q4 2024.
  • Funds reported $13.4B of Icon stock for Q1 2025, down 16% quarter-over-quarter.
  • 72 funds opened new Icon positions in Q1 2025 and 96 closed out, a net change of -24 holders.
  • The largest Icon buyer in Q1 2025 was Artisan Partners, an estimated $794M added.
  • The largest Icon seller in Q1 2025 was BlueSpruce Investments, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2025.