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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
MSCM
626
McElhenny Sheffield Capital Management
Texas
-$210K -1,000 Closed
PWM
627
Purus Wealth Management
California
-$203K -970 Closed
RCA
628
Resonant Capital Advisors
Wisconsin
-$201K -958 Closed
MOS
629
MGO One Seven
Ohio
-$200K -955 Closed
AWM
630
Avior Wealth Management
Nebraska
-$187K -894 Closed
PPA
631
Pilgrim Partners Asia
Singapore
-$62.9K -300 Closed
GM
632
GeoWealth Management
Illinois
-$62.5K -298 Closed
FMP
633
Financial Management Professionals
Texas
-$61K -291 Closed
MB
634
Mizuho Bank
Japan
-$46.1K -220 Closed
QL
635
Quarry LP
New York
-$45.5K -217 Closed
FA
636
Fedenia Advisers
Wisconsin
-$40.1K -191 Closed
CFGS
637
Concourse Financial Group Securities
Alabama
-$36.3K -179 Closed
HI
638
Harbour Investments
Wisconsin
-$32.5K -155 Closed
OP
639
ORG Partners
Indiana
-$29.8K -142 Closed
CAS
640
Coppell Advisory Solutions
Texas
-$13.2K -63 Closed
RFS
641
Richardson Financial Services
Massachusetts
-$12.4K -59 Closed
AFG
642
Albion Financial Group
Utah
-$6.29K -30 Closed
RIM
643
Ranger Investment Management
Texas
-$6.08K -29 Closed
RFG
644
REAP Financial Group
Texas
-$6.08K -29 Closed
CPL
645
Capital & Planning LLC
Georgia
-$5.45K -26 Closed
LWMI
646
Legacy Wealth Management (Idaho)
Idaho
-$4.84K -25 Closed
FW
647
Fairway Wealth
Ohio
-$4.82K -23 Closed
TAM
648
Tucker Asset Management
Colorado
-$4.4K -21 Closed
W
649
WealthCollab
Washington
-$4.2K -20 Closed
EBA
650
Eagle Bay Advisors
New York
-$3.35K -16 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.