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ICLR

Overview Fund Activity

549 hedge funds and large institutions have $13.1B invested in Icon in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-39
Holders Change %
-6.63%
% of All Funds
7.46%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
70
Increased
187
Reduced
221
Closed
95
Calls
$14.9M
Puts
$24.6M
Net Calls
-$9.69M
Net Calls Change
+$53.6M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$717M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$276M
3
Invesco
Invesco
Georgia
+$192M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$95.5M

Top Sellers

1
BI
BlueSpruce Investments
Illinois
-$256M
2
Victory Capital Management
Victory Capital Management
Texas
-$222M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$214M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$182M
5
Lazard Asset Management
Lazard Asset Management
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Centricity Wealth Management
Ohio
$6.65K – – –
BIA
502
Bell Investment Advisors
California
$6.3K -$525 -3 -8%
WPA
503
West Paces Advisors
Georgia
$6.3K – – –
HCP
504
Hexagon Capital Partners
Arkansas
$4.2K -$700 -4 -14%
ACM
505
Accent Capital Management
Ohio
$4.2K +$4.2K +24 New
BGAI
506
Bruce G. Allen Investments
Colorado
$3.85K -$2.45K -14 -39%
AA
507
Ancora Advisors
Ohio
$3.5K – – –
WT
508
Washington Trust
Rhode Island
$3.5K +$175 +1 +5%
FAM
509
Flaharty Asset Management
Florida
$3.15K +$3.15K +18 New
FFA
510
Frazier Financial Advisors
Ohio
$2.8K – – –
TC
511
Truvestments Capital
Florida
$2.8K – – –
MCA
512
Maryland Capital Advisors
Maryland
$2.8K – – –
CTWM
513
Cherry Tree Wealth Management
Minnesota
$2.8K +$2.8K +16 New
CA
514
Continuum Advisory
Idaho
$2.63K +$350 +2 +15%
HWA
515
HHM Wealth Advisors
Tennessee
$2.45K – – –
AF
516
Advisornet Financial
Minnesota
$2.45K – – –
BCMLT
517
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.45K +$525 +3 +27%
SS
518
Sunbelt Securities
Texas
$2.45K +$2.45K +14 New
SAM
519
Smartleaf Asset Management
Massachusetts
$2.33K -$716 -4 -24%
CSC
520
Caldwell Sutter Capital
California
$2.1K – – –
NC
521
NewSquare Capital
Pennsylvania
$2.1K +$2.1K +12 New
DJSG
522
D.J. St. Germain
Massachusetts
$1.93K – – –
PWMG
523
Prestige Wealth Management Group
New Jersey
$1.93K – – –
HWM
524
HighMark Wealth Management
Minnesota
$1.75K – – –
SS
525
SBI Securities
Japan
$1.58K +$525 +3 +50%
19 20
21
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