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552 hedge funds and large institutions have $19.7B invested in Icon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 204 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

25% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $16.6M

4% more funds holding

Funds holding: 529552 (+23)

1.72% more ownership

Funds ownership: 96.51%98.23% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0% less capital invested

Capital invested by funds: $19.7B → $19.7B (-$90.1M)

10% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 204

Holders
552
Holders Change
+23
Holders Change %
+4.35%
% of All Funds
8.76%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
67
Increased
184
Reduced
204
Closed
39
Calls
$20.9M
Puts
$16.6M
Net Calls
+$4.24M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
476
Larson Financial Group
Missouri
$22.7K +$2.77K +11 +14%
CFB
477
Cullen/Frost Bankers
Texas
$19.5K
CCA
478
Column Capital Advisors
Indiana
$18.5K -$3.53K -14 -16%
FRA
479
Front Row Advisors
California
$16.7K
LAS
480
LWM Advisory Services
Florida
$16.3K +$16.6K +66 New
MIA
481
Milestone Investment Advisors
Wisconsin
$16K +$16.4K +65 New
HI
482
Harbour Investments
Wisconsin
$15K +$5.29K +21 +53%
BFEC
483
Benjamin F. Edwards & Company
Missouri
$15K
RFG
484
RFP Financial Group
Georgia
$13.8K
CHA
485
Carmichael Hill & Associates
Maryland
$13.5K
BWL
486
Bogart Wealth LLC
Virginia
$12.6K
FCA
487
FinTrust Capital Advisors
South Carolina
$12.4K -$3.02K -12 -19%
CNBTD
488
Citizens National Bank Trust Department
Mississippi
$12.3K
MCA
489
Maryland Capital Advisors
Maryland
$12.3K
MCM
490
MV Capital Management
Maryland
$12.3K
PB
491
Pinnacle Bancorp
Nebraska
$12.3K
OP
492
ORG Partners
Indiana
$12.3K -$95.3K -378 -88%
BIA
493
Bell Investment Advisors
California
$12.1K +$1.26K +5 +11%
AF
494
Advisornet Financial
Minnesota
$12.1K
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$11.1K +44 +1,467%
KFS
496
Kelly Financial Services
Massachusetts
$10.6K +$5.29K +21 +95%
HIA
497
Harbor Investment Advisory
Maryland
$10.3K -$192K -762 -95%
RW
498
RVW Wealth
California
$10.3K +$10.6K +42 New
TFGT
499
TS Financial Group (TSFG)
Illinois
$10K
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$9.6K