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560 hedge funds and large institutions have $13.4B invested in Icon in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 92.15%93.72% (+1.6%)

6% less funds holding

Funds holding: 594560 (-34)

14% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 222

16% less capital invested

Capital invested by funds: $16B → $13.4B (-$2.57B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

25% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 96

39% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $24.6M

Holders
560
Holders Change
-34
Holders Change %
-5.72%
% of All Funds
7.51%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
72
Increased
192
Reduced
222
Closed
96
Calls
$14.9M
Puts
$24.6M
Net Calls
-$9.69M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
601
Greenwood Capital Associates
South Carolina
-$430K -2,052 Closed
WKSWA
602
White Knight Strategic Wealth Advisors
New Jersey
-$340K -1,620 Closed
SIA
603
Schechter Investment Advisors
Michigan
-$334K -1,593 Closed
FFM
604
Forum Financial Management
Illinois
-$333K -1,588 Closed
WA
605
Wealth Alliance
New York
-$311K -1,482 Closed
DWM
606
Diversify Wealth Management
Utah
-$319K -1,464 Closed
CB
607
Commerce Bank
Missouri
-$306K -1,458 Closed
HCA
608
Harbor Capital Advisors
Illinois
-$303K -1,446 Closed
SW
609
SteelPeak Wealth
California
-$299K -1,428 Closed
IWA
610
Icon Wealth Advisors
Texas
-$294K -1,400 Closed
CCM
611
Causeway Capital Management
California
-$262K -1,250 Closed
FT
612
Fiduciary Trust
Massachusetts
-$259K -1,233 Closed
PIA
613
Prakash Investment Advisors
Massachusetts
-$252K -1,200 Closed
NG
614
Norden Group
Utah
-$243K -1,160 Closed
IFWM
615
Institute for Wealth Management
Colorado
-$240K -1,144 Closed
ACM
616
Alta Capital Management
Utah
-$240K -1,143 Closed
WAG
617
Wallace Advisory Group
California
-$319K -1,109 Closed
WAP
618
Wealthcare Advisory Partners
Pennsylvania
-$230K -1,098 Closed
FNBOH
619
First National Bank of Hutchinson
Kansas
-$225K -1,073 Closed
MWM
620
Mission Wealth Management
California
-$223K -1,065 Closed
PWMAG
621
Pinnacle Wealth Management Advisory Group
New Jersey
-$222K -1,059 Closed
KPWS
622
Kestra Private Wealth Services
Texas
-$215K -1,024 Closed
DC
623
Davenport & Co
Virginia
-$214K -1,021 Closed
BFS
624
Bradley Foster & Sargent
Connecticut
-$210K -1,000 Closed
FCM
625
Farallon Capital Management
California
-$210K -1,000 Closed

ICLR Hedge Fund Activity: Q1 2025 in Review

560 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q1 2025, worth a combined $13.4B — down 16% from $16B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of ICLR and 72 opened new positions — a net loss of 24 holders — while 222 trimmed existing stakes and 192 added.

The largest buyer was Artisan Partners, adding an estimated $794M. The largest seller was BlueSpruce Investments, exiting entirely with an estimated $256M sold.

  • 560 institutional investors held Icon (ICLR) as of Q1 2025, down from 594 in Q4 2024.
  • Funds reported $13.4B of Icon stock for Q1 2025, down 16% quarter-over-quarter.
  • 72 funds opened new Icon positions in Q1 2025 and 96 closed out, a net change of -24 holders.
  • The largest Icon buyer in Q1 2025 was Artisan Partners, an estimated $794M added.
  • The largest Icon seller in Q1 2025 was BlueSpruce Investments, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2025.