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 %
KIG
426
Kowal Investment Group
Wisconsin
$52K +$52K +200 New
APA
427
American Portfolios Advisors
New York
$49.5K +$15.5K +59 +45%
MWC
428
MBM Wealth Consultants
Missouri
$43K
HIA
429
Harbor Investment Advisory
Maryland
$41K +$1.84K +7 +5%
MA
430
MUFG Americas
New York
$40K
HNB
431
Huntington National Bank
Ohio
$35K +$1.05K +4 +3%
LWM
432
Liberty Wealth Management
California
$32K +$25.5K +95 +396%
Koshinski Asset Management
433
Koshinski Asset Management
Illinois
$32K +$32K +122 New
TRCT
434
Tower Research Capital (TRC)
New York
$31K -$1.25M -4,734 -98%
CA
435
Clearstead Advisors
Ohio
$31K +$31K +117 New
CFA
436
Cahill Financial Advisors
Minnesota
$31K +$31K +118 New
CPC
437
Consolidated Planning Corp
Georgia
$31K +$31K +120 New
ZB
438
Zions Bancorporation
Utah
$31K +$31K +120 New
TSW
439
Thompson Siegel & Walmsley
Virginia
$29K +$29K +111 New
PCH
440
Polar Capital Holdings
United Kingdom
$27.3K -$535 -2,042 -2%
HFA
441
HC Financial Advisors
California
$26K
SIM
442
Sonora Investment Management
Arizona
$26K +$22.9K +88 +733%
AssetMark Inc
443
AssetMark Inc
California
$25K +$3.13K +12 +14%
BEI
444
Benjamin Edwards Inc
Missouri
$25K +$25K +94 New
TFS
445
TrustCore Financial Services
Tennessee
$24K
LC
446
Lindbrook Capital
California
$24K +$1.87K +7 +8%
PCG
447
Private Capital Group
Connecticut
$22K
WQ
448
Wealth Quarterback
New Jersey
$22K
PB
449
Pinnacle Bancorp
Nebraska
$22K +$8.91K +34 +68%
NFG
450
Next Financial Group
Texas
$20K -$32.8K -128 -62%