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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
LWAM
376
Legacy Wealth Asset Management
Minnesota
$692K +$3.13K +10 +0.5%
AIC
377
Archer Investment Corporation
Indiana
$690K
CFM
378
Catalyst Funds Management
Australia
$690K +$689K +2,200 New
GIM
379
Groesbeck Investment Management
New Jersey
$687K +$9.4K +30 +1%
PWM
380
Purus Wealth Management
California
$687K
G
381
GenTrust
Florida
$666K +$666K +2,126 New
ZB
382
Zions Bancorporation
Utah
$654K -$97.2K -310 -13%
ST
383
Somerset Trust
Pennsylvania
$652K -$10.3K -33 -2%
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$651K +$30.7K +98 +5%
CAM
385
Cresset Asset Management
Illinois
$649K +$18.8K +60 +3%
TPI
386
Trust Point Inc
Wisconsin
$648K -$3.45K -11 -0.5%
VPIM
387
Vanguard Personalized Indexing Management
California
$637K +$102K +326 +19%
IWC
388
Integrated Wealth Concepts
Massachusetts
$630K +$33.2K +106 +6%
AO
389
Advisor OS
Illinois
$622K -$31.7K -101 -5%
TIAA Trust, National Association
390
TIAA Trust, National Association
North Carolina
$621K -$41.7K -133 -6%
SPA
391
Sherbrooke Park Advisers
New York
$612K +$612K +1,952 New
Cambridge Investment Research Advisors
392
Cambridge Investment Research Advisors
Iowa
$609K -$139K -444 -19%
Verition Fund Management
393
Verition Fund Management
Connecticut
$608K +$608K +1,941 New
FB
394
Fulton Bank
Pennsylvania
$602K -$7.52K -24 -1%
NA
395
NewEdge Advisors
Louisiana
$590K +$139K +445 +31%
DADC
396
D.A. Davidson & Co
Montana
$580K +$19.4K +62 +3%
MCC
397
Malaga Cove Capital
California
$569K -$1.88K -6 -0.3%
TCM
398
Tributary Capital Management
Nebraska
$567K -$5.64K -18 -1%
Capstone Investment Advisors
399
Capstone Investment Advisors
New York
$565K -$247K -789 -30%
WI
400
Wahed Invest
New York
$556K +$57.7K +184 +12%