ICE icon

Intercontinental Exchange

1,644 hedge funds and large institutions have $76.8B invested in Intercontinental Exchange in 2024 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 636 increasing their positions, 592 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
+57
Holders Change %
+3.59%
% of All Funds
21.88%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
0.65%
New
195
Increased
636
Reduced
592
Closed
109
Calls
$595M
Puts
$434M
Net Calls
+$161M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Shares
Change %
CPWA
1326
Cerro Pacific Wealth Advisors
California
$239K +$239K +1,488 New
KWA
1327
Kingswood Wealth Advisors
California
$239K -$188K -1,261 -44%
FNT
1328
First National Trust
Pennsylvania
$239K
UPS
1329
UHLMANN PRICE SECURITIES
Illinois
$238K +$52.2K +350 +28%
SC
1330
Skylands Capital
Wisconsin
$238K
FPW
1331
Flywheel Private Wealth
California
$238K +$238K +1,600 New
MA
1332
MJP Associates
Connecticut
$238K -$247K -1,656 -51%
CC
1333
Callan Capital
California
$238K +$11.8K +79 +5%
EP
1334
Essential Planning
New Hampshire
$237K +$237K +1,495 New
ML
1335
McAdam LLC
Pennsylvania
$237K +$14.6K +98 +7%
AWM
1336
Aprio Wealth Management
Georgia
$237K +$237K +1,587 New
ACM
1337
Advisors Capital Management
New Jersey
$236K -$138K -925 -37%
SWA
1338
Sax Wealth Advisors
New Jersey
$235K +$7.15K +48 +3%
IWM
1339
IHT Wealth Management
Illinois
$234K -$73K -490 -24%
NHT
1340
New Hampshire Trust
New Hampshire
$234K -$13.4K -90 -5%
LAM
1341
Longboard Asset Management
Arizona
$233K +$233K +1,561 New
GI
1342
GAMCO Investors
Connecticut
$232K +$28.2K +189 +14%
PPP
1343
Private Portfolio Partners
New Jersey
$232K
TL
1344
Tradewinds LLC
North Carolina
$231K +$231K +1,394 New
ANB
1345
Amarillo National Bank
Texas
$231K
PWP
1346
Perfromance Wealth Partners
Illinois
$231K -$3.58K -24 -2%
PFM
1347
Phillips Financial Management
Indiana
$230K +$745 +5 +0.3%
CFGW
1348
Chancellor Financial Group WB
Pennsylvania
$228K +$228K +1,532 New
PFA
1349
Pathway Financial Advisors
Vermont
$228K -$2.68K -18 -1%
YWM
1350
Yoder Wealth Management
California
$228K -$149 -1 -0.1%