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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
CG
451
Cynosure Group
Utah
$349K +$8.83K +28 +2%
PIM
452
Penobscot Investment Management
Massachusetts
$348K -$4.42K -14 -1%
Schroder Investment Management Group
453
Schroder Investment Management Group
United Kingdom
$344K -$12.9K -41 -3%
AT
454
American Trust
Kentucky
$342K -$26.8K -85 -7%
RSWM
455
Robertson Stephens Wealth Management
California
$339K +$372K +1,180 New
CWM
456
Calamos Wealth Management
Illinois
$335K -$1.52M -4,827 -81%
AIM
457
Aigen Investment Management
New York
$333K -$110K -348 -23%
HR
458
Hardy Reed
Mississippi
$328K
KWM
459
Kolinsky Wealth Management
New Jersey
$328K +$2.52K +8 +0.7%
NEI
460
Northwest & Ethical Investments
Ontario, Canada
$328K +$47.3K +150 +15%
WAG
461
Wallace Advisory Group
California
$321K -$3.15K -10 -1%
GC
462
Guggenheim Capital
Illinois
$321K -$5.68K -18 -2%
AAP
463
Arax Advisory Partners
Colorado
$315K +$1.26K +4 +0.4%
ONB
464
Old National Bancorp
Indiana
$312K -$68.1K -216 -17%
MWM
465
Mission Wealth Management
California
$311K +$5.04K +16 +2%
ET
466
Entropy Technologies
New York
$310K -$1.23M -3,899 -78%
AWM
467
Avitas Wealth Management
California
$310K -$26.2K -83 -7%
PCIA
468
Prime Capital Investment Advisors
Kansas
$309K -$123K -390 -27%
FNBOH
469
First National Bank of Hutchinson
Kansas
$308K
FNA
470
First National Advisers
Nebraska
$305K +$16.1K +51 +5%
PWMAG
471
Pinnacle Wealth Management Advisory Group
New Jersey
$304K
GWMR
472
GC Wealth Management RIA
Massachusetts
$299K +$4.42K +14 +1%
GRP
473
Global Retirement Partners
California
$299K +$11.7K +37 +4%
BHCM
474
Brevan Howard Capital Management
Jersey
$289K -$8.47M -26,872 -96%
SPIA
475
Steward Partners Investment Advisory
New York
$289K -$39.7K -126 -11%