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415 hedge funds and large institutions have $8.74B invested in Icon in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 155 increasing their positions, 139 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $40M | Put options by funds: $26.5M

12% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 139

0.85% more ownership

Funds ownership: 95.86%96.72% (+0.85%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

19% less funds holding

Funds holding: 513415 (-98)

38% less capital invested

Capital invested by funds: $14.1B → $8.74B (-$5.38B)

56% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 147

Holders
415
Holders Change
-98
Holders Change %
-19.1%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.18%
New
64
Increased
155
Reduced
139
Closed
147
Calls
$40M
Puts
$26.5M
Net Calls
+$13.5M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
151
Heights Point Management
New York
$2.4M +$2.96M +21,700 New
NPT
152
National Philanthropic Trust
Pennsylvania
$2.4M -$21.2K -155 -0.7%
Stifel Financial
153
Stifel Financial
Missouri
$2.39M -$828K -6,061 -22%
BCM
154
Buckhead Capital Management
Georgia
$2.36M +$633K +4,631 +28%
LOPW
155
Live Oak Private Wealth
North Carolina
$2.3M +$274K +2,007 +11%
Citigroup
156
Citigroup
New York
$2.29M +$1.12M +8,220 +66%
AFG
157
American Financial Group
Ohio
$2.21M +$2.73M +20,000 New
LPL Financial
158
LPL Financial
California
$2.21M -$639K -4,679 -19%
QIM
159
Quantitative Investment Management
Virginia
$2.19M +$2M +14,655 +287%
RBC
160
Romano Brothers & Co
Illinois
$2.17M -$54.6K -400 -2%
F1I
161
Fund 1 Investments
Puerto Rico
$2.16M +$2.67M +19,527 New
SC
162
Skylands Capital
Wisconsin
$2.14M +$1.86M +13,650 +242%
Bank Julius Baer & Co
163
Bank Julius Baer & Co
Switzerland
$2.03M -$16.4K -120 -0.6%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$2.02M -$4.27M -31,274 -63%
RC
165
Rangeley Capital
Connecticut
$1.96M +$2.42M +17,700 New
VAM
166
Vanguard Asset Management
$1.95M +$2.4M +17,590 New
VPM
167
Vanguard Portfolio Management
Pennsylvania
$1.89M +$2.33M +17,036 New
UBS AM
168
UBS AM
Illinois
$1.83M +$522K +3,818 +30%
HA
169
Heartland Advisors
Wisconsin
$1.78M +$1.09M +8,008 +99%
KCM
170
Kennedy Capital Management
Missouri
$1.73M -$344K -2,518 -14%
KA
171
Kerrisdale Advisers
Florida
$1.73M +$2.14M +15,646 New
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$1.64M +$303K +2,221 +18%
FGP
173
Foyston, Gordon, & Payne
Ontario, Canada
$1.61M -$1.61M -11,819 -45%
Marshall Wace
174
Marshall Wace
United Kingdom
$1.59M +$1.96M +14,367 New
UIM
175
USS Investment Management
United Kingdom
$1.55M +$80.2K +587 +4%