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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
Loomis, Sayles & Company
201
Loomis, Sayles & Company
Massachusetts
$959K -$8.05M -58,912 -87%
WF
202
Welch & Forbes
Massachusetts
$952K -$1.38M -10,105 -54%
OAM
203
Oppenheimer Asset Management
New York
$949K -$130K -955 -10%
O
204
Ossiam
France
$899K +$496K +3,632 +81%
NW
205
NewEdge Wealth
Pennsylvania
$889K +$494K +3,619 +82%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$889K +$1.1M +8,031 New
AI
207
Atria Investments
North Carolina
$824K +$163K +1,191 +19%
FG
208
Formula Growth
Quebec, Canada
$775K +$956K +7,000 New
M
209
MOTCO
Texas
$763K +$437K +3,196 +86%
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
$743K
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$739K +$321K +2,348 +54%
WCA
212
Westover Capital Advisors
Delaware
$734K -$111K -811 -11%
SIA
213
SkyView Investment Advisors
New Jersey
$707K +$1.64K +12 +0.2%
LCWP
214
Legacy Capital Wealth Partners
Arkansas
$704K +$157K +1,148 +22%
TIM
215
Thornburg Investment Management
New Mexico
$665K -$6.58M -48,163 -89%
VT
216
Vise Technologies
New York
$662K
FNA
217
First National Advisers
Nebraska
$657K -$224K -1,637 -22%
TCM
218
Tributary Capital Management
Nebraska
$645K +$8.06K +59 +1%
1WM
219
1900 Wealth Management
Texas
$636K +$453K +3,314 +136%
MCC
220
Malaga Cove Capital
California
$613K -$6.15K -45 -0.8%
AG
221
ASO Group
$607K
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$598K +$96K +703 +15%
CP
223
CenterBook Partners
Connecticut
$597K +$183K +1,340 +33%
CGIM
224
Capital Group Investment Management
Singapore
$590K -$157K -1,146 -18%
WTA
225
Washington Trust Advisors
Massachusetts
$588K -$81.6K -597 -10%