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660 hedge funds and large institutions have $22.4B invested in Icon in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 238 increasing their positions, 245 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $82.9M | Put options by funds: $20.1M

1.33% more ownership

Funds ownership: 93.68%95.01% (+1.3%)

3% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 245

2% less funds holding

Funds holding: 673660 (-13)

8% less capital invested

Capital invested by funds: $24.2B → $22.4B (-$1.88B)

13% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 75

42% less funds holding in top 10

Funds holding in top 10: 2615 (-11)

Holders
660
Holders Change
-13
Holders Change %
-1.93%
% of All Funds
9.48%
Holding in Top 10
15
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-42.31%
% of All Funds
0.22%
New
65
Increased
238
Reduced
245
Closed
75
Calls
$82.9M
Puts
$20.1M
Net Calls
+$62.9M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
351
NewEdge Advisors
Louisiana
$767K +$248K +788 +42%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$764K -$260K -824 -24%
P
353
&Partners
Tennessee
$755K +$554K +1,756 +201%
MIP
354
Marietta Investment Partners
Wisconsin
$751K
KPWS
355
Kestra Private Wealth Services
Texas
$750K +$106K +336 +15%
BFG
356
Bleakley Financial Group
New Jersey
$750K -$4.57M -14,491 -85%
HKIM
357
Hayek Kallen Investment Management
Alabama
$720K -$63.1K -200 -7%
Brown Advisory
358
Brown Advisory
Maryland
$712K +$781K +2,478 New
WWP
359
WR Wealth Planners
Missouri
$706K +$31.5K +100 +4%
BCV
360
Banque Cantonale Vaudoise
Switzerland
$704K -$28.4K -90 -4%
YMRC
361
Yorktown Management & Research Company
Virginia
$704K
FAIM
362
Financial Advocates Investment Management
Washington
$679K +$15.5K +49 +2%
HCA
363
Harbor Capital Advisors
Illinois
$678K -$174K -552 -19%
LA
364
Legacy Advisors
Pennsylvania
$670K +$736K +2,333 New
1WM
365
1900 Wealth Management
Texas
$669K
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$665K +$82K +260 +13%
HH
367
Hilltop Holdings
Texas
$662K +$230K +729 +46%
VPIM
368
Vanguard Personalized Indexing Management
California
$660K +$72.5K +230 +11%
HAG
369
HighPoint Advisor Group
Illinois
$655K +$145K +460 +18%
AWS
370
Atria Wealth Solutions
New York
$654K +$4.42K +14 +0.6%
PA
371
Pinnacle Associates
New York
$647K
ZB
372
Zions Bancorporation
Utah
$646K +$50.5K +160 +8%
PAG
373
Private Advisor Group
New Jersey
$642K -$15.1K -48 -2%
JFG
374
Jefferies Financial Group
New York
$642K +$486K +1,540 +222%
AIC
375
Archer Investment Corporation
Indiana
$632K