We are live on ! Find out more

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
MFIM
426
Mesirow Financial Investment Management
Illinois
$445K -$81.2K -259 -15%
GGA
427
Granite Group Advisors
Connecticut
$442K
EI
428
Ellevest Inc
New York
$439K +$133K +424 +43%
FFO
429
Fiduciary Family Office
Florida
$424K -$1.25K -4 -0.3%
SIM
430
Sentry Investment Management
Wisconsin
$422K -$86.5K -276 -17%
PNC
431
Park National Corp
Ohio
$420K +$9.4K +30 +2%
HNB
432
Huntington National Bank
Ohio
$417K -$37K -118 -8%
Daiwa Securities Group
433
Daiwa Securities Group
Japan
$413K -$27.3K -87 -6%
ONB
434
Old National Bancorp
Indiana
$408K -$304K -971 -43%
BTI
435
Blue Trust Inc
Georgia
$408K +$379K +1,210 +40,333%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$405K -$16.3K -52 -4%
CG
437
Caprock Group
Idaho
$405K +$95.3K +304 +31%
GCP
438
GSA Capital Partners
United Kingdom
$400K +$400K +1,276 New
AT
439
American Trust
Kentucky
$400K -$36.4K -116 -8%
SWS
440
SYSTM Wealth Solutions
Illinois
$393K -$1.81M -5,789 -82%
Schroder Investment Management Group
441
Schroder Investment Management Group
United Kingdom
$391K -$12.5K -40 -3%
PA
442
Parallel Advisors
California
$388K -$54.2K -173 -12%
HSBC Holdings
443
HSBC Holdings
United Kingdom
$387K +$85.2K +272 +28%
SG Americas Securities
444
SG Americas Securities
New York
$387K +$116K +370 +43%
AWA
445
Arkadios Wealth Advisors
Georgia
$386K +$156K +497 +68%
1W
446
1776 Wealth
Georgia
$385K +$385K +1,227 New
FRA
447
Frank Rimerman Advisors
California
$384K +$383K +1,223 +61,150%
PIM
448
Penobscot Investment Management
Massachusetts
$384K
AP
449
Americana Partners
Texas
$376K +$35.7K +114 +11%
CG
450
Cynosure Group
Utah
$372K +$372K +1,188 New