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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
PIM
526
Penobscot Investment Management
Massachusetts
-$210K -1,150 Closed
HR
527
Hardy Reed
Mississippi
-$209K -1,147 Closed
QT
528
Quantbot Technologies
New York
-$147K -806 Closed
HCM
529
Hollencrest Capital Management
California
-$33.2K -182 Closed
EI
530
EFG International
-$27.3K -150 Closed
TFA
531
Toth Financial Advisory
Virginia
-$27.3K -150 Closed
PTC
532
Private Trust Company
Ohio
-$25.5K -140 Closed
MPW
533
MASECO Private Wealth
-$23.3K -128 Closed
FHA
534
Flagship Harbor Advisors
Massachusetts
-$18.2K -100 Closed
AG
535
AmeriFlex Group
Nevada
-$17.1K -94 Closed
CA
536
Clearstead Advisors
Ohio
-$15.3K -84 Closed
HPC
537
HM Payson & Co
Maine
-$14.4K -79 Closed
GWM
538
Geneos Wealth Management
Colorado
-$13.1K -72 Closed
CIA
539
Cape Investment Advisory
Georgia
-$10.9K -60 Closed
HIMS
540
Hager Investment Management Services
New Hampshire
-$10.9K -60 Closed
QC
541
Quent Capital
New York
-$10K -55 Closed
HIA
542
Harbor Investment Advisory
Maryland
-$9.84K -54 Closed
NWM
543
Nova Wealth Management
Florida
-$9.11K -50 Closed
CTB
544
Country Trust Bank
Illinois
-$7.65K -42 Closed
NSIM
545
North Star Investment Management
Illinois
-$6.2K -34 Closed
PSFG
546
Park Square Financial Group
Georgia
-$5.87K -28 Closed
OC
547
Optima Capital
Oregon
-$4.37K -24 Closed
AWA
548
Acumen Wealth Advisors
Tennessee
-$4.01K -22 Closed
VWM
549
Valley Wealth Managers
New Jersey
-$3.83K -21 Closed
SC
550
SouthState Corp
Florida
-$3.1K -17 Closed