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 %
Cetera Investment Advisers
326
Cetera Investment Advisers
Illinois
$332K -$9.1K -42 -3%
BF
327
BOK Financial
Oklahoma
$332K +$3.03K +14 +0.9%
NAM
328
NorthCrest Asset Manangement
Minnesota
$325K
SBF
329
Sara-Bay Financial
Florida
$315K -$7.21K -33 -2%
HW
330
Hancock Whitney
Mississippi
$304K +$83.5K +385 +38%
DADC
331
D.A. Davidson & Co
Montana
$302K -$1.08K -5 -0.4%
BRWA
332
B. Riley Wealth Advisors
Florida
$299K +$27.4K +125 +10%
CFGS
333
Concourse Financial Group Securities
Alabama
$294K +$7.8K +36 +3%
CB
334
Commerce Bank
Missouri
$291K -$1.74K -8 -0.6%
Commonwealth Equity Services
335
Commonwealth Equity Services
Massachusetts
$290K -$106K -492 -27%
PA
336
Parallel Advisors
California
$289K -$29.7K -137 -9%
KCM
337
Kendall Capital Management
Maryland
$281K -$4.33K -20 -2%
DA
338
Duality Advisers
Florida
$278K +$278K +1,282 New
FTDI
339
First Trust Direct Indexing
Massachusetts
$275K +$2.82K +13 +1%
BFS
340
Bradley Foster & Sargent
Connecticut
$275K +$58.1K +268 +27%
AWS
341
Atria Wealth Solutions
New York
$274K +$274K +1,266 New
HF
342
HRT Financial
New York
$273K -$661K -3,056 -71%
AAS
343
Avantax Advisory Services
Texas
$273K
CS
344
Comerica Securities
Michigan
$273K +$273K +1,259 New
KWM
345
Kingsview Wealth Management
Oregon
$271K -$85.7K -396 -24%
OPS
346
Orion Portfolio Solutions
Nebraska
$270K -$24.3K -112 -8%
V
347
Veritable
Delaware
$267K +$18.8K +87 +8%
PWPS
348
Pinnacle Wealth Planning Services
Ohio
$265K -$2.82K -13 -1%
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$265K +$111K +513 +72%
WT
350
Whittier Trust
California
$262K -$48.2K -223 -16%