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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
BFS
476
Bradley Foster & Sargent
Connecticut
$287K
MSCM
477
McElhenny Sheffield Capital Management
Texas
$287K
AWM
478
Apollon Wealth Management
South Carolina
$282K -$12.3K -39 -4%
FT
479
Fiduciary Trust
Massachusetts
$279K -$60.2K -191 -16%
RCA
480
Resonant Capital Advisors
Wisconsin
$278K
DWT
481
Dorsey & Whitney Trust
South Dakota
$277K +$304K +965 New
PCM
482
Prelude Capital Management
New York
$277K +$304K +965 New
GGS
483
Galvin Gaustad & Stein
Arizona
$274K -$6.31K -20 -2%
NP
484
NorthRock Partners
Minnesota
$269K +$2.84K +9 +1%
NWAG
485
Net Worth Advisory Group
Utah
$269K +$295K +936 New
S
486
SignatureFD
Georgia
$268K -$3.47K -11 -1%
PA
487
Parallel Advisors
California
$267K -$97.1K -308 -25%
CAG
488
Crestwood Advisors Group
Massachusetts
$264K
Wolverine Trading
489
Wolverine Trading
Illinois
$262K -$517K -1,641 -64%
HW
490
Hancock Whitney
Mississippi
$262K -$33.1K -105 -10%
AssetMark Inc
491
AssetMark Inc
California
$259K +$41.9K +133 +17%
MCA
492
Millennium Capital Advisors
Arkansas
$259K
MOS
493
MGO One Seven
Ohio
$257K -$43.2K -137 -13%
GA
494
GFS Advisors
Texas
$252K +$276K +874 +21,850%
HIC
495
Holderness Investments Company
North Carolina
$251K
PTC
496
Petrus Trust Company
Texas
$249K +$22.4K +71 +9%
MIM
497
Martin Investment Management
Florida
$249K +$39.4K +125 +17%
WJWM
498
Williams Jones Wealth Management
New York
$247K
IHL
499
Investment House LLC
California
$246K
EFA
500
Evernest Financial Advisors
Indiana
$245K