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ICCT

iCoreConnect

Delisted

ICCT was delisted on the 21st of May, 2025.

11 hedge funds and large institutions have $100K invested in iCoreConnect in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.98% more ownership

Funds ownership: 0.27%3.25% (+3%)

45% less funds holding

Funds holding: 2011 (-9)

49% less capital invested

Capital invested by funds: $197K → $100K (-$97.2K)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
11
Holders Change
-9
Holders Change %
-45%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Magnus Financial Group
New York
$62.5K +$115K +25,010 New
VF
2
Virtu Financial
New York
$32K +$58.4K +12,698 New
UBS Group
3
UBS Group
Switzerland
$3.64K +$6.43K +1,399 +2,412%
Morgan Stanley
4
Morgan Stanley
New York
$738 -$2.3K -500 -63%
MWA
5
Medallion Wealth Advisors
Connecticut
$430 +$791 +172 New
TRCT
6
Tower Research Capital (TRC)
New York
$405 -$1.02K -222 -58%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$260 -$5 -1 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$149 -$5 -1 -2%
NA
9
NewEdge Advisors
Louisiana
$25
Bank of America
10
Bank of America
North Carolina
$8 -$5 -1 -25%
IA
11
IFP Advisors
Florida
$2 +$69 +15 +1,500%
EAM
12
Everstar Asset Management
North Carolina
-$61.8K -8,827 Closed
DWP
13
Destiny Wealth Partners
Florida
-$35.6K -5,084 Closed
Vanguard Group
14
Vanguard Group
Pennsylvania
-$23.4K -3,344 Closed
Geode Capital Management
15
Geode Capital Management
Massachusetts
-$18.9K -2,706 Closed
SEM
16
Suncoast Equity Management
Florida
-$12.1K -1,724 Closed
SC
17
Sapient Capital
Indiana
-$10.9K -1,563 Closed
Mariner
18
Mariner
Kansas
-$8.34K -1,191 Closed
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
-$5K -767 Closed
TSS
20
Two Sigma Securities
New York
-$4.01K -572 Closed
CL
21
Choreo LLC
Illinois
-$3.84K -549 Closed
CAC
22
Certified Advisory Corp
Florida
-$3.5K -500 Closed
AAP
23
Arax Advisory Partners
Colorado
-$6 -1 Closed