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ICLR

Overview Fund Activity

482 hedge funds and large institutions have $11B invested in Icon in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 205 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-67
Holders Change %
-12.2%
% of All Funds
6.46%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
72
Increased
148
Reduced
205
Closed
132
Calls
$18.1M
Puts
$8.93M
Net Calls
+$9.17M
Net Calls Change
+$18.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$421M
2
Harris Associates
Harris Associates
Illinois
+$238M
3
Citadel Advisors
Citadel Advisors
Florida
+$180M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$143M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$112M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$895M
2
SGA
Sustainable Growth Advisers
Connecticut
-$265M
3
CIM
CCLA Investment Management
United Kingdom
-$115M
4
ClearBridge Investments
ClearBridge Investments
New York
-$101M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
551
Custom Index Systems
New York
– -$395K -2,256 Closed
FAIM
552
Financial Advocates Investment Management
Washington
– -$390K -2,229 Closed
Wealth Enhancement Advisory Services
553
Wealth Enhancement Advisory Services
Minnesota
– -$387K -2,212 Closed
BAM
554
Blueshift Asset Management
New Jersey
– -$345K -1,971 Closed
CP
555
Covenant Partners
Tennessee
– -$316K -1,804 Closed
JFG
556
Jefferies Financial Group
New York
– -$315K -1,799 Closed
MFIM
557
Mesirow Financial Investment Management
Illinois
– -$297K -1,699 Closed
QCM
558
Qsemble Capital Management
New York
– -$292K -1,668 Closed
PWPS
559
Pinnacle Wealth Planning Services
Ohio
– -$290K -1,657 Closed
IAS
560
Insigneo Advisory Services
Florida
– -$279K -1,595 Closed
FFO
561
Fiduciary Family Office
Florida
– -$279K -1,594 Closed
DADC
562
D.A. Davidson & Co
Montana
– -$266K -1,521 Closed
CSIC
563
Clifford Swan Investment Counsel
California
– -$266K -1,520 Closed
EI
564
Ethic Inc
New York
– -$240K -1,442 Closed
AWS
565
Atria Wealth Solutions
New York
– -$249K -1,424 Closed
Mercer Global Advisors
566
Mercer Global Advisors
Colorado
– -$246K -1,404 Closed
GGA
567
Granite Group Advisors
Connecticut
– -$244K -1,394 Closed
CAMG
568
CWA Asset Management Group
Florida
– -$240K -1,370 Closed
VWM
569
Venturi Wealth Management
Texas
– -$236K -1,351 Closed
AWM
570
Apollon Wealth Management
South Carolina
– -$236K -1,348 Closed
RS
571
R Squared
Hong Kong
– -$226K -1,290 Closed
PNC
572
Park National Corp
Ohio
– -$223K -1,277 Closed
SIA
573
SeaBridge Investment Advisors
New Jersey
– -$223K -1,276 Closed
UCFA
574
United Capital Financial Advisors
Texas
– -$216K -1,237 Closed
FRA
575
Frank Rimerman Advisors
California
– -$214K -1,223 Closed
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