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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
PB
576
Pinnacle Bancorp
Nebraska
$39.1K +$9.78K +31 +30%
FPB
577
First PREMIER Bank
South Dakota
$38K
AF
578
Advisornet Financial
Minnesota
$35.6K -$631 -2 -2%
RFS
579
Richardson Financial Services
Massachusetts
$32.7K +$2.52K +8 +8%
SAM
580
Smartleaf Asset Management
Massachusetts
$31.4K -$7.57K -24 -18%
HIA
581
Harbor Investment Advisory
Maryland
$30.2K +$18.6K +59 +128%
HI
582
Horizon Investments
North Carolina
$29.6K +$10.7K +34 +49%
BWP
583
Baldwin Wealth Partners
Massachusetts
$28.7K
LC
584
Lindbrook Capital
California
$26.4K -$946 -3 -3%
LFG
585
Larson Financial Group
Missouri
$24.4K
CFO
586
CVA Family Office
Colorado
$23.8K
TCOV
587
Trust Company of Vermont
Vermont
$20.1K -$25.2K -80 -53%
MCM
588
MV Capital Management
Maryland
$18.1K +$3.47K +11 +21%
CA
589
CoreCap Advisors
Michigan
$17.2K -$2.52K -8 -12%
EWP
590
Elevation Wealth Partners
California
$17.2K
PPC
591
Park Place Capital
Alabama
$17K
JIP
592
Jaffetilchin Investment Partners
Florida
$14.9K +$16.4K +52 New
BWL
593
Bogart Wealth LLC
Virginia
$14.7K
CNBTD
594
Citizens National Bank Trust Department
Mississippi
$14.4K
FFO
595
Fortitude Family Office
Arizona
$14.4K
MCA
596
Maryland Capital Advisors
Maryland
$14.4K
RIL
597
Rothschild Investment LLC
Illinois
$14.1K +$9.14K +29 +145%
FCA
598
FinTrust Capital Advisors
South Carolina
$13.9K
MBFW
599
Morton Brown Family Wealth
Pennsylvania
$12.9K
WB
600
Webster Bank
Connecticut
$12.1K