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673 hedge funds and large institutions have $24.2B invested in Icon in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 250 increasing their positions, 229 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $20.4M

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

4% more funds holding

Funds holding: 646673 (+27)

9% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 229

0.64% less ownership

Funds ownership: 94.32%93.68% (-0.64%)

7% less capital invested

Capital invested by funds: $26.1B → $24.2B (-$1.82B)

Holders
673
Holders Change
+27
Holders Change %
+4.18%
% of All Funds
9.72%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
85
Increased
250
Reduced
229
Closed
52
Calls
$36.6M
Puts
$20.4M
Net Calls
+$16.2M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
526
Kingsview Wealth Management
Oregon
$221K +$2.82K +9 +1%
JFG
527
Jefferies Financial Group
New York
$218K +$217K +694 New
KCM
528
Kendall Capital Management
Maryland
$217K
OWA
529
One Wealth Advisors
California
$215K +$7.83K +25 +4%
GA
530
Goldstein Advisors
Wisconsin
$213K -$3.45K -11 -2%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$213K +$19.4K +62 +10%
FCI
532
Financial Counselors Inc
Kansas
$212K +$1.25K +4 +0.6%
SFA
533
Sequoia Financial Advisors
Ohio
$211K +$20.7K +66 +11%
Simplex Trading
534
Simplex Trading
Illinois
$211K +$212K +675 New
QCM
535
QRG Capital Management
Illinois
$208K -$8.78K -28 -4%
CAG
536
Csenge Advisory Group
Florida
$207K +$8.15K +26 +4%
FAB
537
First American Bank
Illinois
$205K
QEI
538
QSV Equity Investors
Illinois
$204K -$8.78K -28 -4%
GBT
539
Grove Bank & Trust
Florida
$204K -$2.82K -9 -1%
TW
540
Trajan Wealth
Arizona
$203K -$15.7K -50 -7%
AF
541
Aviso Financial
Ontario, Canada
$199K +$199K +636 New
GM
542
GeoWealth Management
Illinois
$199K -$116K -371 -37%
SWM
543
Spire Wealth Management
Virginia
$198K +$31.3K +100 +19%
NS
544
NBC Securities
Alabama
$193K -$627 -2 -0.3%
Walleye Trading
545
Walleye Trading
New York
$192K +$192K +613 New
KFI
546
Key Financial Inc
Pennsylvania
$189K
FFA
547
Farther Finance Advisors
California
$181K +$65.2K +208 +57%
FMP
548
Financial Management Professionals
Texas
$170K +$95K +303 +127%
OWA
549
Opal Wealth Advisors
New York
$169K -$18.8K -60 -10%
MG
550
Mather Group
Illinois
$162K +$38.5K +123 +34%