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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
SOW
451
State of Wyoming
Wyoming
$369K -$43.2K -138 -10%
FT
452
Fiduciary Trust
Massachusetts
$365K +$85.6K +273 +31%
WI
453
WrapManager Inc
California
$364K -$44.2K -141 -11%
AWM
454
Avitas Wealth Management
California
$364K -$20.7K -66 -5%
HR
455
Hardy Reed
Mississippi
$359K +$359K +1,144 New
GC
456
Guggenheim Capital
Illinois
$356K -$149K -475 -30%
KWM
457
Kolinsky Wealth Management
New Jersey
$355K +$110K +352 +45%
SPIA
458
Steward Partners Investment Advisory
New York
$355K +$59.9K +191 +20%
FIM
459
Freedom Investment Management
Connecticut
$354K -$830K -2,650 -70%
CPBTD
460
Central Pacific Bank - Trust Division
Hawaii
$353K +$353K +1,125 New
VWM
461
Venturi Wealth Management
Texas
$346K +$346K +1,103 New
AAP
462
Arax Advisory Partners
Colorado
$343K -$3.76K -12 -1%
NG
463
Norden Group
Utah
$342K +$121K +387 +55%
LCWP
464
Legacy Capital Wealth Partners
Arkansas
$338K +$338K +1,079 New
QCM
465
Quantinno Capital Management
New York
$337K +$85.2K +272 +34%
FNBOH
466
First National Bank of Hutchinson
Kansas
$336K -$19.4K -62 -5%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$335K +$627 +2 +0.2%
MWM
468
Mission Wealth Management
California
$334K +$627 +2 +0.2%
PWMAG
469
Pinnacle Wealth Management Advisory Group
New Jersey
$332K
IC
470
IEQ Capital
California
$328K +$9.09K +29 +3%
WAG
471
Wallace Advisory Group
California
$324K +$324K +1,034 New
MOS
472
MGO One Seven
Ohio
$324K +$114K +364 +54%
GWMR
473
GC Wealth Management RIA
Massachusetts
$322K -$13.5K -43 -4%
AWM
474
Apollon Wealth Management
South Carolina
$320K -$32K -102 -9%
HW
475
Hancock Whitney
Mississippi
$318K -$26K -83 -8%