We are live on ! Find out more

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
SPC
501
Sigma Planning Corp
Michigan
$245K -$19.9K -63 -7%
IWM
502
IHT Wealth Management
Illinois
$244K +$269K +853 New
CM
503
Capula Management
Cayman Islands
$240K +$264K +837 New
BWP
504
Bernardo Wealth Planning
Pennsylvania
$238K
EI
505
Ellevest Inc
New York
$238K -$181K -575 -41%
CFSG
506
Community Financial Services Group
Vermont
$237K -$17.3K -55 -6%
WI
507
WrapManager Inc
California
$235K -$108K -344 -30%
KBC Group
508
KBC Group
Belgium
$235K
PCM
509
Parsons Capital Management
Rhode Island
$234K
WKSWA
510
White Knight Strategic Wealth Advisors
New Jersey
$233K
DAS
511
Diversify Advisory Services
Utah
$232K +$23K +73 +10%
PIC
512
Portland Investment Counsel
Ontario, Canada
$230K +$252K +800 New
TSS
513
Two Sigma Securities
New York
$226K -$824K -2,613 -77%
AGC
514
Aspen Grove Capital
Colorado
$226K -$6.31K -20 -2%
Kovitz Investment Group Partners
515
Kovitz Investment Group Partners
Illinois
$226K +$266K +844 New
FWM
516
Forza Wealth Management
Florida
$216K
EWS
517
Eagle Wealth Strategies
New Jersey
$215K -$631 -2 -0.3%
MA
518
Mutual Advisors
Nebraska
$215K +$71.9K +228 +31%
SBIA
519
Sheaff Brock Investment Advisors
Indiana
$213K
IA
520
IFP Advisors
Florida
$212K
CAG
521
Csenge Advisory Group
Florida
$212K +$17.3K +55 +8%
FCI
522
Financial Counselors Inc
Kansas
$212K +$18.9K +60 +9%
AAM
523
Aureus Asset Management
Massachusetts
$209K
JSW
524
Journey Strategic Wealth
New Jersey
$209K +$946 +3 +0.4%
CA
525
Clearstead Advisors
Ohio
$208K -$5.36K -17 -2%