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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
TFGT
601
TS Financial Group (TSFG)
Illinois
$12K
RIM
602
Ranger Investment Management
Texas
$11.8K
BIG
603
Brooklyn Investment Group
New York
$11.8K +$12.9K +41 New
BGAI
604
Bruce G. Allen Investments
Colorado
$11.2K -$2.84K -9 -19%
BIA
605
Bell Investment Advisors
California
$10.3K +$631 +2 +6%
WPA
606
West Paces Advisors
Georgia
$10.3K
POIA
607
Pin Oak Investment Advisors
Texas
$10K
PC
608
Pier Capital
Connecticut
$9.48K
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$9.48K +$8.51K +27 +450%
AFG
610
Albion Financial Group
Utah
$8.62K
RFG
611
REAP Financial Group
Texas
$8.33K
BCMLT
612
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.76K +$1.58K +5 +23%
CB
613
Centennial Bank
Arkansas
$6.61K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$6.32K -$946 -3 -12%
FFA
615
Frazier Financial Advisors
Ohio
$6.32K
TAM
616
Tucker Asset Management
Colorado
$6.03K
W
617
WealthCollab
Washington
$5.75K
AA
618
Ancora Advisors
Ohio
$5.75K
HNB
619
Hilltop National Bank
Wyoming
$5.75K
CAS
620
Coppell Advisory Solutions
Texas
$5.71K
GJWM
621
Gilliland Jeter Wealth Management
Arkansas
$5.46K
FAM
622
Flaharty Asset Management
Florida
$5.17K +$5.68K +18 New
JWA
623
JFS Wealth Advisors
Pennsylvania
$4.88K +$2.84K +9 +113%
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$4.88K -$6.62K -21 -55%
EBA
625
Eagle Bay Advisors
New York
$4.6K -$1.89K -6 -27%