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594 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.86% less ownership

Funds ownership: 95.01%92.15% (-2.9%)

10% less funds holding

Funds holding: 660594 (-66)

26% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 253

29% less capital invested

Capital invested by funds: $22.4B → $16B (-$6.4B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

66% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $96.4M

Holders
594
Holders Change
-66
Holders Change %
-10%
% of All Funds
7.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
93
Increased
188
Reduced
253
Closed
152
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
LIS
551
Legacy Investment Solutions
Idaho
$4.84K +$5.84K +25 New
LWMI
552
Legacy Wealth Management (Idaho)
Idaho
$4.84K +$5.84K +25 New
FW
553
Fairway Wealth
Ohio
$4.82K +$5.37K +23 New
TAM
554
Tucker Asset Management
Colorado
$4.4K
W
555
WealthCollab
Washington
$4.2K
AA
556
Ancora Advisors
Ohio
$4.19K
HNB
557
Hilltop National Bank
Wyoming
$4.19K
WT
558
Washington Trust
Rhode Island
$3.98K +$4.44K +19 New
SAM
559
Smartleaf Asset Management
Massachusetts
$3.56K -$21.7K -93 -85%
CT
560
Colonial Trust
South Carolina
$3.54K
MCA
561
Maryland Capital Advisors
Maryland
$3.36K -$7.94K -34 -68%
FFA
562
Frazier Financial Advisors
Ohio
$3.35K -$1.4K -6 -27%
EBA
563
Eagle Bay Advisors
New York
$3.35K
TC
564
Truvestments Capital
Florida
$3.35K
CFD
565
Creative Financial Designs
Indiana
$3.35K +$3.74K +16 New
AF
566
Advisornet Financial
Minnesota
$2.94K -$25.7K -110 -89%
HWA
567
HHM Wealth Advisors
Tennessee
$2.94K
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$2.73K -$934 -4 -24%
CA
569
Continuum Advisory
Idaho
$2.73K
CSC
570
Caldwell Sutter Capital
California
$2.52K
KFI
571
Key Financial Inc
Pennsylvania
$2.31K -$138K -592 -98%
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.31K -$3.74K -16 -59%
DJSG
573
D.J. St. Germain
Massachusetts
$2.31K
PWMG
574
Prestige Wealth Management Group
New Jersey
$2.31K
RWS
575
Retirement Wealth Solutions
Wisconsin
$2.18K +$2.33K +10 New

ICLR Hedge Fund Activity: Q4 2024 in Review

594 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2024, worth a combined $16B — down 29% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ICLR and 93 opened new positions — a net loss of 59 holders — while 253 trimmed existing stakes and 188 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $296M. The largest seller was Boston Partners, cutting an estimated $386M.

  • 594 institutional investors held Icon (ICLR) as of Q4 2024, down from 660 in Q3 2024.
  • Funds reported $16B of Icon stock for Q4 2024, down 29% quarter-over-quarter.
  • 93 funds opened new Icon positions in Q4 2024 and 152 closed out, a net change of -59 holders.
  • The largest Icon buyer in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $296M added.
  • The largest Icon seller in Q4 2024 was Boston Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2024.