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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
HWA
526
HHM Wealth Advisors
Tennessee
$2.45K
BCMLT
527
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.45K +$582 +3 +27%
SS
528
Sunbelt Securities
Texas
$2.45K +$2.71K +14 New
SAM
529
Smartleaf Asset Management
Massachusetts
$2.33K -$775 -4 -24%
CSC
530
Caldwell Sutter Capital
California
$2.1K
NC
531
NewSquare Capital
Pennsylvania
$2.1K +$2.33K +12 New
DJSG
532
D.J. St. Germain
Massachusetts
$1.93K
PWMG
533
Prestige Wealth Management Group
New Jersey
$1.93K
HWM
534
HighMark Wealth Management
Minnesota
$1.75K
SS
535
SBI Securities
Japan
$1.57K +$582 +3 +50%
PWA
536
Provenance Wealth Advisors
Florida
$1.4K
CFD
537
Creative Financial Designs
Indiana
$1.23K -$1.75K -9 -56%
APW
538
Aventura Private Wealth
Florida
$1.23K
WA
539
WPG Advisers
Maryland
$1.05K -$3.49K -18 -75%
Kayne Anderson Rudnick Investment Management
540
Kayne Anderson Rudnick Investment Management
California
$1.05K
TFA
541
Transamerica Financial Advisors
Florida
$1K -$77.7K -401 -100%
KWM
542
Kiker Wealth Management
Georgia
$875 +$969 +5 New
CWC
543
Carolinas Wealth Consulting
North Carolina
$706
GSWM
544
Golden State Wealth Management
California
$700
JWA
545
JFS Wealth Advisors
Pennsylvania
$700
CTB
546
Country Trust Bank
Illinois
$700 +$775 +4 New
PP
547
Pacifica Partners
Canada
$654 +$775 +4 New
GEA
548
Glen Eagle Advisors
New Jersey
$640
PSFG
549
Park Square Financial Group
Georgia
$525 -$7.17K -37 -93%
GFPC
550
Global Financial Private Client
Florida
$525 +$388 +2 +200%

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.