596 hedge funds and large institutions have $22.1B invested in Icon in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 186 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+45
Holders Change %
+8.17%
% of All Funds
8.74%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.37%
New
104
Increased
186
Reduced
221
Closed
49
Calls
$17.6M
Puts
$18.4M
Net Calls
-$764K
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Shares
Change %
MSCM
426
McElhenny Sheffield Capital Management
Texas
$283K
LJAC
427
L.J. Altfest & Co
New York
$283K -$65.9K -233 -19%
GGS
428
Galvin Gaustad & Stein
Arizona
$282K -$2.83K -10 -1%
GWMR
429
GC Wealth Management RIA
Massachusetts
$279K +$279K +986 New
TWC
430
TD Waterhouse Canada
Ontario, Canada
$276K -$35.4K -131 -11%
HSBC Holdings
431
HSBC Holdings
United Kingdom
$274K +$17.3K +61 +7%
RCA
432
Resonant Capital Advisors
Wisconsin
$272K -$23.2K -82 -8%
AssetMark Inc
433
AssetMark Inc
California
$272K +$86.1K +304 +46%
DIA
434
Dana Investment Advisors
Wisconsin
$260K -$4.53K -16 -2%
NP
435
NorthRock Partners
Minnesota
$256K +$256K +906 New
CCA
436
Checchi Capital Advisers
California
$253K
GA
437
GFS Advisors
Texas
$249K
HIC
438
Holderness Investments Company
North Carolina
$248K
WJWM
439
Williams Jones Wealth Management
New York
$243K
IHL
440
Investment House LLC
California
$242K
EFA
441
Evernest Financial Advisors
Indiana
$242K +$242K +854 New
SPIA
442
Steward Partners Investment Advisory
New York
$238K -$3.4K -12 -1%
MOS
443
MGO One Seven
Ohio
$237K +$237K +836 New
DWT
444
Dorsey & Whitney Trust
South Dakota
$236K -$74.7K -264 -24%
LCWP
445
Legacy Capital Wealth Partners
Arkansas
$235K +$235K +831 New
SW
446
SteelPeak Wealth
California
$234K -$74.7K -264 -24%
IC
447
IEQ Capital
California
$230K -$30.3K -107 -12%
PGFC
448
Peapack-Gladstone Financial Corp
New Jersey
$230K -$20.1K -71 -8%
WKSWA
449
White Knight Strategic Wealth Advisors
New Jersey
$229K +$229K +810 New
QCM
450
Quantinno Capital Management
New York
$229K +$229K +810 New