We are live on ! Find out more

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
IFAM
526
Institutional & Family Asset Management
Colorado
$3.94K -$756 -3 -16%
HCP
527
Hexagon Capital Partners
Arkansas
$3.94K +$252 +1 +7%
CAS
528
Coppell Advisory Solutions
Texas
$3.88K
WTC
529
WhitTier Trust Company
Nevada
$3.69K
CA
530
Crewe Advisors
Utah
$3.45K
SS
531
Sunbelt Securities
Texas
$3.45K
HWM
532
HighMark Wealth Management
Minnesota
$3.2K -$504 -2 -13%
CSC
533
Caldwell Sutter Capital
California
$2.96K
BCMLT
534
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75K
GEA
535
Glen Eagle Advisors
New Jersey
$2.71K
PWMG
536
Prestige Wealth Management Group
New Jersey
$2.71K
DJSG
537
D.J. St. Germain
Massachusetts
$2.71K +$2.77K +11 New
JWA
538
JFS Wealth Advisors
Pennsylvania
$2.22K
JWM
539
Janiczek Wealth Management
Colorado
$2.22K +$2.27K +9 New
PWA
540
Provenance Wealth Advisors
Florida
$1.97K +$2.02K +8 New
ANBT
541
American National Bank & Trust
Texas
$1.72K
PFBT
542
Parkside Financial Bank & Trust
Missouri
$1.72K +$1.26K +5 +250%
JFA
543
JNBA Financial Advisors
Minnesota
$1.23K
SCA
544
Stonebridge Capital Advisors
Minnesota
$1.23K -$252 -1 -17%
TFA
545
Transamerica Financial Advisors
Florida
$1K
PCM
546
Penserra Capital Management
California
$1K +$504 +2 +50%
CAL
547
Capital Analysts LLC
Pennsylvania
$1K +$756 +3 New
VNA
548
Valley National Advisers
Pennsylvania
$1K +$1.26K +5 New
FSWA
549
Financial Synergies Wealth Advisors
Texas
$985 +$1.01K +4 New
BWM
550
Baystate Wealth Management
Massachusetts
$493 -$3.28K -13 -87%