507 hedge funds and large institutions have $19.1B invested in Icon in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 209 increasing their positions, 112 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+61
Holders Change %
+13.68%
% of All Funds
8.9%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.4%
New
122
Increased
209
Reduced
112
Closed
54
Calls
$60.7M
Puts
$18.8M
Net Calls
+$41.9M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$260K -$41.6K -159 -14%
DADC
377
D.A. Davidson & Co
Montana
$260K -$11.5K -44 -4%
CAG
378
Csenge Advisory Group
Florida
$258K -$84.5K -322 -25%
AAM
379
Arabesque Asset Management
United Kingdom
$254K -$2.69M -10,263 -91%
CFA
380
Carroll Financial Associates
North Carolina
$248K +$151K +580 +157%
BBW
381
Blue Barn Wealth
Utah
$248K +$248K +945 New
IA
382
IFP Advisors
Florida
$245K +$169K +651 +224%
RIA
383
Regal Investment Advisors
Michigan
$244K -$91.3K -348 -27%
BF
384
BOK Financial
Oklahoma
$242K +$242K +925 New
HH
385
Hilltop Holdings
Texas
$241K +$241K +919 New
CAMG
386
CWA Asset Management Group
Florida
$237K +$237K +905 New
LG
387
Leuthold Group
Minnesota
$231K +$231K +881 New
ACM
388
Alta Capital Management
Utah
$229K +$229K +873 New
PCM
389
Parsons Capital Management
Rhode Island
$228K +$228K +870 New
IHL
390
Investment House LLC
California
$227K +$227K +865 New
FNBOH
391
First National Bank of Hutchinson
Kansas
$224K +$224K +853 New
WWM
392
Windsor Wealth Management
Indiana
$224K +$224K +854 New
V
393
Veritable
Delaware
$215K +$215K +820 New
FHA
394
First Horizon Advisors
Tennessee
$214K +$190K +727 +808%
MAFM
395
Mid Atlantic Financial Management
Pennsylvania
$214K +$214K +816 New
KFP
396
KB Financial Partners
New Jersey
$211K +$37K +141 +21%
BWP
397
Bernardo Wealth Planning
Pennsylvania
$210K +$210K +805 New
MIM
398
Martin Investment Management
Florida
$206K +$206K +787 New
EI
399
Ellevest Inc
New York
$189K +$151K +574 +393%
SWM
400
Spire Wealth Management
Virginia
$188K