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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
OP
576
ORG Partners
Indiana
$58.6K +$58K +185 New
C
577
Covestor
United Kingdom
$58K -$22.9K -73 -28%
CA
578
Crewe Advisors
Utah
$55.5K +$50.5K +161 +1,006%
ATPW
579
Ashton Thomas Private Wealth
Arizona
$53.9K +$53.9K +172 New
PTC
580
Private Trust Company
Ohio
$53.6K +$10.3K +33 +24%
GJIA
581
Glass Jacobson Investment Advisors
Maryland
$47K
TCOV
582
Trust Company of Vermont
Vermont
$47K
California State Teachers Retirement System (CalSTRS)
583
California State Teachers Retirement System (CalSTRS)
California
$46.4K -$2.59M -8,258 -98%
FPB
584
First PREMIER Bank
South Dakota
$42K
SAM
585
Smartleaf Asset Management
Massachusetts
$42K +$15.4K +49 +58%
AF
586
Advisornet Financial
Minnesota
$39.5K +$24.1K +77 +157%
OCM
587
Orion Capital Management
California
$37.6K
PB
588
Pinnacle Bancorp
Nebraska
$32.9K
GLR
589
Great Lakes Retirement
Ohio
$32.1K -$329K -1,050 -91%
BWP
590
Baldwin Wealth Partners
Massachusetts
$31.3K +$1.57K +5 +5%
RFS
591
Richardson Financial Services
Massachusetts
$30.4K -$940 -3 -3%
LC
592
Lindbrook Capital
California
$29.8K -$1.88K -6 -6%
RTC
593
Riverview Trust Company
Washington
$28.8K
LFG
594
Larson Financial Group
Missouri
$26.6K +$1.25K +4 +5%
CFO
595
CVA Family Office
Colorado
$26K
IFAM
596
Institutional & Family Asset Management
Colorado
$23.8K +$4.39K +14 +23%
HI
597
Horizon Investments
North Carolina
$21.6K +$21.6K +69 New
CA
598
CoreCap Advisors
Michigan
$21.3K
CCM
599
Chilton Capital Management
Texas
$20.4K
FFC
600
First Financial Corp
Indiana
$20.1K