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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 %
PWA
526
Provenance Wealth Advisors
Florida
$1.4K – – –
CFD
527
Creative Financial Designs
Indiana
$1.23K -$1.58K -9 -56%
WA
528
WPG Advisers
Maryland
$1.05K -$3.15K -18 -75%
Kayne Anderson Rudnick Investment Management
529
Kayne Anderson Rudnick Investment Management
California
$1.05K – – –
TFA
530
Transamerica Financial Advisors
Florida
$1K -$401K -401 -100%
KWM
531
Kiker Wealth Management
Georgia
$875 +$875 +5 New
CWC
532
Carolinas Wealth Consulting
North Carolina
$706 – – –
JWA
533
JFS Wealth Advisors
Pennsylvania
$700 – – –
GSWM
534
Golden State Wealth Management
California
$700 – – –
CTB
535
Country Trust Bank
Illinois
$700 +$700 +4 New
PP
536
Pacifica Partners
Canada
$654 +$654 +4 New
GEA
537
Glen Eagle Advisors
New Jersey
$640 – – –
PSFG
538
Park Square Financial Group
Georgia
$525 -$6.48K -37 -93%
GFPC
539
Global Financial Private Client
Florida
$525 +$350 +2 +200%
MSWM
540
Mowery & Schoenfeld Wealth Management
Illinois
$525 +$525 +3 New
BCM
541
Blume Capital Management
California
$525 +$525 +3 New
RS
542
Rakuten Securities
Japan
$350 -$15.4K -88 -98%
TWD
543
True Wealth Design
Ohio
$350 – – –
TCM
544
TD Capital Management
Tennessee
$350 – – –
FCAS
545
First Command Advisory Services
Texas
$350 +$350 +2 New
CA
546
CoreCap Advisors
Michigan
$175 -$4.9K -28 -97%
CIAM
547
Caitong International Asset Management
Hong Kong
$175 +$175 +1 New
PCTC
548
Perkins Coie Trust Company
Washington
$174 +$174 +1 New
BI
549
BlueSpruce Investments
Illinois
– -$256M -1,223,117 Closed
Victory Capital Management
550
Victory Capital Management
Texas
– -$222M -1,060,320 Closed
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