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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
$751M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$646M
3
Invesco
Invesco
Georgia
$523M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$291M

Top Sellers

1
BI
BlueSpruce Investments
Illinois
$0
2
Victory Capital Management
Victory Capital Management
Texas
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$299M
4
Capital Research Global Investors
Capital Research Global Investors
California
$18.9M
5
Lazard Asset Management
Lazard Asset Management
New York
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
176
Sumitomo Mitsui Trust Group
Japan
$4.52M +$38.3K +219 +0.9%
QIM
177
Quantitative Investment Management
Virginia
$4.39M +$229K +1,311 +6%
Charles Schwab
178
Charles Schwab
California
$4.36M +$844K +4,824 +24%
UBS AM
179
UBS AM
Illinois
$4.32M +$32.9K +188 +0.8%
Deutsche Bank
180
Deutsche Bank
Germany
$4.32M -$1.79M -10,249 -29%
William Blair & Company
181
William Blair & Company
Illinois
$4.27M -$647K -3,696 -13%
KCM
182
Kennedy Capital Management
Missouri
$4.22M -$267K -1,525 -6%
Daiwa Securities Group
183
Daiwa Securities Group
Japan
$4.13M +$85.6K +489 +2%
RBC
184
Romano Brothers & Co
Illinois
$4.06M +$359K +2,050 +10%
HPCM
185
Hunter Perkins Capital Management
Illinois
$3.9M +$134K +763 +4%
TD Asset Management
186
TD Asset Management
Ontario, Canada
$3.84M -$290K -1,659 -7%
Bank Julius Baer & Co
187
Bank Julius Baer & Co
Switzerland
$3.76M -$10.8M -54,625 -74%
Man Group
188
Man Group
United Kingdom
$3.69M -$988K -5,646 -21%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$3.68M -$923K -5,274 -20%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$3.55M -$28.8M -164,334 -89%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$3.53M -$130K -743 -4%
HighTower Advisors
192
HighTower Advisors
Illinois
$3.5M -$610K -3,485 -15%
SCM
193
Sterling Capital Management
North Carolina
$3.45M -$367K -2,095 -10%
JG
194
Jain Global
New York
$3.44M +$2.51M +14,325 +269%
WF
195
Welch & Forbes
Massachusetts
$3.37M -$4.38K -25 -0.1%
IWC
196
Integrated Wealth Concepts
Massachusetts
$3.27M +$2.96M +16,911 +961%
ET
197
Equitable Trust
Tennessee
$3.16M -$42.3K -242 -1%
OAM
198
Oppenheimer Asset Management
New York
$3.12M -$349K -1,996 -10%
BDL
199
Banque de Luxembourg
Luxembourg
$3.1M -$179K -1,025 -5%
Truist Financial
200
Truist Financial
North Carolina
$3.09M +$26.4K +151 +0.9%
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