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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 %
FT
601
Fiduciary Trust
Massachusetts
– -$259K -1,233 Closed
PIA
602
Prakash Investment Advisors
Massachusetts
– -$252K -1,200 Closed
NG
603
Norden Group
Utah
– -$243K -1,160 Closed
IFWM
604
Institute for Wealth Management
Colorado
– -$240K -1,144 Closed
ACM
605
Alta Capital Management
Utah
– -$240K -1,143 Closed
WAG
606
Wallace Advisory Group
California
– -$319K -1,109 Closed
WAP
607
Wealthcare Advisory Partners
Pennsylvania
– -$230K -1,098 Closed
FNBOH
608
First National Bank of Hutchinson
Kansas
– -$225K -1,073 Closed
MWM
609
Mission Wealth Management
California
– -$223K -1,065 Closed
PWMAG
610
Pinnacle Wealth Management Advisory Group
New Jersey
– -$222K -1,059 Closed
KPWS
611
Kestra Private Wealth Services
Texas
– -$215K -1,024 Closed
DC
612
Davenport & Co
Virginia
– -$214K -1,021 Closed
MSCM
613
McElhenny Sheffield Capital Management
Texas
– -$210K -1,000 Closed
FCM
614
Farallon Capital Management
California
– -$210K -1,000 Closed
BFS
615
Bradley Foster & Sargent
Connecticut
– -$210K -1,000 Closed
PWM
616
Purus Wealth Management
California
– -$203K -970 Closed
RCA
617
Resonant Capital Advisors
Wisconsin
– -$201K -958 Closed
MOS
618
MGO One Seven
Ohio
– -$200K -955 Closed
AWM
619
Avior Wealth Management
Nebraska
– -$187K -894 Closed
PPA
620
Pilgrim Partners Asia
Singapore
– -$62.9K -300 Closed
GM
621
GeoWealth Management
Illinois
– -$62.5K -298 Closed
FMP
622
Financial Management Professionals
Texas
– -$61K -291 Closed
MB
623
Mizuho Bank
Japan
– -$46.1K -220 Closed
QL
624
Quarry LP
New York
– -$45.5K -217 Closed
FA
625
Fedenia Advisers
Wisconsin
– -$40.1K -191 Closed
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