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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 %
CG
576
Cynosure Group
Utah
– -$2.17M -10,358 Closed
MCM
577
Mitchell Capital Management
Kansas
– -$1.61M -7,658 Closed
RPSA
578
Richard P. Slaughter Associates
Texas
– -$1.44M -6,865 Closed
GH
579
GAM Holding
Switzerland
– -$1.17M -5,584 Closed
BNP Paribas Asset Management
580
BNP Paribas Asset Management
France
– -$1.16M -5,508 Closed
BFM
581
Boothbay Fund Management
New York
– -$1.03M -4,904 Closed
Allianz Asset Management
582
Allianz Asset Management
Germany
– -$986K -4,703 Closed
JA
583
JLB & Associates
Michigan
– -$893K -4,256 Closed
GCP
584
GSA Capital Partners
United Kingdom
– -$842K -4,013 Closed
MC
585
Montag & Caldwell
Georgia
– -$560K -2,670 Closed
PEAK6
586
PEAK6
Illinois
– -$547K -2,609 Closed
YMRC
587
Yorktown Management & Research Company
Virginia
– -$514K -2,450 Closed
AT
588
American Trust
Kentucky
– -$465K -2,217 Closed
LJAC
589
L.J. Altfest & Co
New York
– -$591 -2,058 Closed
GCA
590
Greenwood Capital Associates
South Carolina
– -$430K -2,052 Closed
WKSWA
591
White Knight Strategic Wealth Advisors
New Jersey
– -$340K -1,620 Closed
SIA
592
Schechter Investment Advisors
Michigan
– -$334K -1,593 Closed
FFM
593
Forum Financial Management
Illinois
– -$333K -1,588 Closed
WA
594
Wealth Alliance
New York
– -$311K -1,482 Closed
DWM
595
Diversify Wealth Management
Utah
– -$319K -1,464 Closed
CB
596
Commerce Bank
Missouri
– -$306K -1,458 Closed
HCA
597
Harbor Capital Advisors
Illinois
– -$303K -1,446 Closed
SW
598
SteelPeak Wealth
California
– -$299K -1,428 Closed
IWA
599
Icon Wealth Advisors
Texas
– -$294K -1,400 Closed
CCM
600
Causeway Capital Management
California
– -$262K -1,250 Closed
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