503 hedge funds and large institutions have $15.9B invested in Icon in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
8.51%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
66
Increased
169
Reduced
194
Closed
63
Calls
$10.3M
Puts
$9.56M
Net Calls
+$772K
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
251
Schechter Investment Advisors
Michigan
$759K +$401K +1,854 +112%
EWM
252
Executive Wealth Management
Michigan
$747K -$66.9K -309 -8%
1W
253
1776 Wealth
Georgia
$734K -$161K -741 -18%
AWM
254
Avior Wealth Management
Nebraska
$734K
CAN
255
Cetera Advisor Networks
California
$723K +$85.3K +394 +13%
NO
256
Ninety One
South Africa
$691K -$7.8K -36 -1%
MIP
257
Marietta Investment Partners
Wisconsin
$687K +$136K +627 +25%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$673K +$6.72K +31 +1%
MOS
259
MGO One Seven
Ohio
$671K -$1.01M -4,653 -60%
CP
260
Covenant Partners
Tennessee
$664K -$150K -694 -18%
Prudential Financial
261
Prudential Financial
New Jersey
$661K +$22.6K +104 +4%
DWM
262
Dakota Wealth Management
Florida
$657K +$657K +3,030 New
AC
263
Apogem Capital
New York
$650K -$65K -300 -9%
CM
264
Castleark Management
Illinois
$639K -$863K -3,985 -57%
ARMT
265
Amica Retiree Medical Trust
Rhode Island
$632K +$136K +628 +27%
ASN
266
Advisory Services Network
Georgia
$626K -$11.1K -51 -2%
FL
267
Fort LP
Maryland
$605K -$535K -2,465 -47%
TA
268
Tectonic Advisors
Texas
$603K
TPCW
269
TD Private Client Wealth
New York
$602K +$159K +732 +36%
TRCT
270
Tower Research Capital (TRC)
New York
$600K +$2.6K +12 +0.4%
TF
271
TIAA FSB
Florida
$599K +$599K +2,764 New
HWMA
272
Heritage Wealth Management (Arizona)
Arizona
$594K +$70.2K +324 +13%
CW
273
CreativeOne Wealth
Kansas
$582K -$2.82K -13 -0.5%
FHB
274
First Hawaiian Bank
Hawaii
$581K +$37.5K +173 +7%
LA
275
Legacy Advisors
Pennsylvania
$574K +$233K +1,077 +69%