588 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 186 increasing their positions, 252 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
-68
Holders Change %
-10.37%
% of All Funds
7.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
90
Increased
186
Reduced
252
Closed
151
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$1.71M -$9.99M -47,622 -85%
MYIA
252
Mount Yale Investment Advisors
Colorado
$1.64M -$902K -4,299 -35%
HCMT
253
Highland Capital Management (Tennessee)
Tennessee
$1.62M -$53.1K -253 -3%
MCM
254
Mitchell Capital Management
Kansas
$1.61M -$95.4K -455 -6%
FNBOO
255
First National Bank of Omaha
Nebraska
$1.61M +$503K +2,398 +46%
Cerity Partners
256
Cerity Partners
New York
$1.59M +$223K +855 +16%
Osaic Holdings
257
Osaic Holdings
Arizona
$1.52M -$492K -2,346 -25%
OIA
258
OneDigital Investment Advisors
Kansas
$1.49M +$368K +1,757 +33%
RPSA
259
Richard P. Slaughter Associates
Texas
$1.44M -$3.78K -18 -0.3%
TPW
260
Transatlantique Private Wealth
New York
$1.41M +$105K +503 +8%
GCM
261
Graham Capital Management
Connecticut
$1.34M +$82.8K +395 +7%
PAS
262
Park Avenue Securities
New York
$1.32M -$619K -2,953 -32%
VA
263
Vident Advisory
Georgia
$1.32M -$109K -519 -8%
ET
264
Entropy Technologies
New York
$1.29M +$1.07M +5,095 +472%
COI
265
Connable Office Inc
Michigan
$1.29M -$27.9K -133 -2%
WTA
266
Washington Trust Advisors
Massachusetts
$1.29M -$1.68K -8 -0.1%
CL
267
Choreo LLC
Illinois
$1.29M +$147K +699 +13%
SI
268
Stephens Inc
Arkansas
$1.26M -$51.8K -247 -4%
DT
269
Diversified Trust
Tennessee
$1.25M -$26.2K -125 -2%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$1.24M -$185K -881 -13%
CW
271
Channel Wealth
California
$1.23M +$1.23M +5,886 New
SIA
272
SkyView Investment Advisors
New Jersey
$1.23M +$578K +2,757 +89%
WA
273
Wasatch Advisors
Utah
$1.21M +$36.9K +176 +3%
O
274
Ossiam
France
$1.18M +$459K +2,191 +64%
RFC
275
Regions Financial Corp
Alabama
$1.17M -$127K -606 -10%