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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
AAM
526
Advisors Asset Management
Colorado
$206K -$35K -111 -13%
QCM
527
QRG Capital Management
Illinois
$203K +$14.2K +45 +7%
KWM
528
Kingsview Wealth Management
Oregon
$203K +$315 +1 +0.1%
SW
529
Simplicity Wealth
New Jersey
$201K -$5.17M -16,400 -96%
Pacer Advisors
530
Pacer Advisors
Pennsylvania
$201K -$4.73K -15 -2%
CNB
531
Camden National Bank
Maine
$200K +$220K +697 New
Jones Financial Companies
532
Jones Financial Companies
Missouri
$194K +$100K +317 +88%
CIM
533
Contravisory Investment Management
Massachusetts
$190K +$208K +660 New
GBT
534
Grove Bank & Trust
Florida
$184K -$3.15K -10 -2%
AF
535
Allworth Financial
California
$180K +$50.8K +161 +35%
NS
536
NBC Securities
Alabama
$174K -$3.15K -10 -2%
KFI
537
Key Financial Inc
Pennsylvania
$173K
Allspring Global Investments
538
Allspring Global Investments
North Carolina
$173K -$7.16M -22,715 -97%
FFA
539
Farther Finance Advisors
California
$172K +$9.14K +29 +5%
FHA
540
First Horizon Advisors
Tennessee
$172K +$47.6K +151 +34%
GWM
541
Geneos Wealth Management
Colorado
$168K +$29.3K +93 +19%
AF
542
Aviso Financial
Ontario, Canada
$161K -$24K -76 -12%
SWM
543
Spire Wealth Management
Virginia
$153K -$31.8K -101 -16%
GM
544
GeoWealth Management
Illinois
$152K -$33.4K -106 -17%
FMP
545
Financial Management Professionals
Texas
$151K -$4.73K -15 -3%
WTC
546
WhitTier Trust Company
Nevada
$147K +$30.3K +96 +23%
AWM
547
Avior Wealth Management
Nebraska
$146K -$1.89K -6 -1%
RDFA
548
Ritter Daniher Financial Advisory
Ohio
$142K +$156K +495 New
CAL
549
Capital Advisors Ltd
Ohio
$136K -$315 -1 -0.2%
TFA
550
Transamerica Financial Advisors
Florida
$126K +$131K +417 +2,195%