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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
MFIM
426
Mesirow Financial Investment Management
Illinois
$408K
IWA
427
Icon Wealth Advisors
Texas
$405K +$10.7K +34 +2%
MCM
428
MAI Capital Management
Ohio
$403K -$97.8K -310 -18%
NC
429
nVerses Capital
Florida
$402K +$347K +1,100 +367%
BRWA
430
B. Riley Wealth Advisors
Florida
$402K -$18.3K -58 -4%
IC
431
IEQ Capital
California
$401K +$110K +349 +33%
GGA
432
Granite Group Advisors
Connecticut
$401K -$5.36K -17 -1%
ARMT
433
Amica Retiree Medical Trust
Rhode Island
$396K +$435K +1,379 New
BEI
434
Benjamin Edwards Inc
Missouri
$395K +$433K +1,374 New
CPIG
435
Chicago Partners Investment Group
Illinois
$390K -$41K -130 -9%
FFO
436
Fiduciary Family Office
Florida
$389K
SIM
437
Sentry Investment Management
Wisconsin
$386K
WA
438
Wealth Alliance
New York
$383K +$107K +339 +34%
Capital World Investors
439
Capital World Investors
California
$380K +$417K +1,324 New
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$379K +$8.2K +26 +2%
PNC
441
Park National Corp
Ohio
$378K -$6.94K -22 -2%
QCM
442
Quantinno Capital Management
New York
$376K +$73.8K +234 +22%
AFG
443
Atomi Financial Group
New York
$373K +$409K +1,297 New
AWA
444
Arkadios Wealth Advisors
Georgia
$371K +$19.6K +62 +5%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$370K -$45.7K -145 -10%
HNB
446
Huntington National Bank
Ohio
$369K -$14.5K -46 -3%
CG
447
Caprock Group
Idaho
$367K -$5.04K -16 -1%
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
$363K +$136K +430 +51%
1W
449
1776 Wealth
Georgia
$353K
FRA
450
Frank Rimerman Advisors
California
$351K -$631 -2 -0.2%