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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
CFM
376
Catalyst Funds Management
Australia
$632K
LCWP
377
Legacy Capital Wealth Partners
Arkansas
$630K +$352K +1,115 +103%
LWAM
378
Legacy Wealth Asset Management
Minnesota
$630K -$4.42K -14 -0.6%
PWM
379
Purus Wealth Management
California
$629K
TRCT
380
Tower Research Capital (TRC)
New York
$624K -$13.1M -41,489 -95%
GIM
381
Groesbeck Investment Management
New Jersey
$624K -$6.31K -20 -0.9%
GCA
382
Greenwood Capital Associates
South Carolina
$619K -$406K -1,287 -37%
SOW
383
State of Wyoming
Wyoming
$612K +$301K +954 +81%
NO
384
Ninety One
South Africa
$599K -$399K -1,266 -38%
ST
385
Somerset Trust
Pennsylvania
$597K
LJAC
386
L.J. Altfest & Co
New York
$591K +$183K +579 +39%
DWM
387
Diversify Wealth Management
Utah
$591K -$56.8K -180 -8%
TIAA Trust, National Association
388
TIAA Trust, National Association
North Carolina
$589K +$22.1K +70 +4%
TPI
389
Trust Point Inc
Wisconsin
$588K -$6.94K -22 -1%
CAM
390
Cresset Asset Management
Illinois
$573K -$24.3K -77 -4%
WI
391
Wahed Invest
New York
$572K +$68.7K +218 +12%
WG
392
Winton Group
United Kingdom
$568K +$623K +1,976 New
IWC
393
Integrated Wealth Concepts
Massachusetts
$562K -$16.4K -52 -3%
MM
394
MQS Management
New York
$549K +$602K +1,910 New
IAS
395
Insigneo Advisory Services
Florida
$543K +$61.5K +195 +12%
AO
396
Advisor OS
Illinois
$540K -$32.8K -104 -5%
DADC
397
D.A. Davidson & Co
Montana
$531K -$631 -2 -0.1%
TCM
398
Tributary Capital Management
Nebraska
$525K +$5.68K +18 +1%
MCC
399
Malaga Cove Capital
California
$521K
CIBC World Market
400
CIBC World Market
Ontario, Canada
$520K +$35.3K +112 +7%