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673 hedge funds and large institutions have $24.2B invested in Icon in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 250 increasing their positions, 229 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $20.4M

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

4% more funds holding

Funds holding: 646673 (+27)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 229

0.64% less ownership

Funds ownership: 94.32%93.68% (-0.64%)

7% less capital invested

Capital invested by funds: $26.1B → $24.2B (-$1.82B)

Holders
673
Holders Change
+27
Holders Change %
+4.18%
% of All Funds
9.72%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
85
Increased
250
Reduced
229
Closed
52
Calls
$36.6M
Puts
$20.4M
Net Calls
+$16.2M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
351
Aviva
United Kingdom
$983K +$27.3K +87 +3%
DI
352
DAGCO Inc
Ohio
$975K
Nisa Investment Advisors
353
Nisa Investment Advisors
Missouri
$974K +$535K +1,708 +122%
SIA
354
SkyView Investment Advisors
New Jersey
$957K +$4.07K +13 +0.4%
YC
355
Yarbrough Capital
Tennessee
$954K
HCA
356
Harbor Capital Advisors
Illinois
$913K +$91.8K +293 +11%
ASN
357
Advisory Services Network
Georgia
$891K +$12.5K +40 +1%
VEA
358
Virtus ETF Advisers
New York
$877K -$21.9K -70 -2%
TA
359
Tectonic Advisors
Texas
$873K
CM
360
Castleark Management
Illinois
$868K
HKIM
361
Hayek Kallen Investment Management
Alabama
$848K -$15.7K -50 -2%
HAG
362
HighPoint Advisor Group
Illinois
$831K -$10.3K -33 -1%
IAIM
363
International Assets Investment Management
Florida
$830K -$5.33K -17 -0.6%
MIP
364
Marietta Investment Partners
Wisconsin
$820K -$124K -397 -13%
Wolverine Trading
365
Wolverine Trading
Illinois
$802K +$42.6K +136 +6%
BCV
366
Banque Cantonale Vaudoise
Switzerland
$797K +$78.7K +251 +11%
YMRC
367
Yorktown Management & Research Company
Virginia
$768K
WWP
368
WR Wealth Planners
Missouri
$739K +$32.9K +105 +5%
1WM
369
1900 Wealth Management
Texas
$729K
FAIM
370
Financial Advocates Investment Management
Washington
$725K +$116K +369 +19%
PAG
371
Private Advisor Group
New Jersey
$716K -$100K -319 -12%
PA
372
Pinnacle Associates
New York
$716K
KPWS
373
Kestra Private Wealth Services
Texas
$713K +$299K +955 +72%
AWS
374
Atria Wealth Solutions
New York
$710K +$116K +370 +20%
DWM
375
Diversify Wealth Management
Utah
$709K +$716K +2,284 New