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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
ADL
626
Asset Dedication LLC
California
$9.72K
CFB
627
Cullen/Frost Bankers
Texas
$9.72K +$6.27K +20 +182%
CPG
628
Cornerstone Planning Group
New Jersey
$9.63K +$3.45K +11 +55%
AFG
629
Albion Financial Group
Utah
$9.4K
RFG
630
REAP Financial Group
Texas
$9.09K
EC
631
EdgeRock Capital
Colorado
$9.09K +$9.09K +29 New
MAM
632
Meeder Asset Management
Ohio
$8.78K +$1.25K +4 +17%
PFBT
633
Parkside Financial Bank & Trust
Missouri
$7.84K +$5.01K +16 +178%
CB
634
Centennial Bank
Arkansas
$7.21K
FFA
635
Frazier Financial Advisors
Ohio
$6.9K
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.9K
EBA
637
Eagle Bay Advisors
New York
$6.9K
OC
638
Oakworth Capital
Alabama
$6.58K
TAM
639
Tucker Asset Management
Colorado
$6.58K +$6.58K +21 New
WIA
640
Wetzel Investment Advisors
Indiana
$6.38K -$19.1K -61 -76%
W
641
WealthCollab
Washington
$6.27K
AA
642
Ancora Advisors
Ohio
$6.27K
CBT
643
Central Bank & Trust
Kentucky
$6.27K
HNB
644
Hilltop National Bank
Wyoming
$6.27K
CAS
645
Coppell Advisory Solutions
Texas
$6.27K +$6.27K +20 New
RIL
646
Rothschild Investment LLC
Illinois
$6.27K +$6.27K +20 New
CT
647
Colonial Trust
South Carolina
$6.26K
TFA
648
Transamerica Financial Advisors
Florida
$6K
GJWM
649
Gilliland Jeter Wealth Management
Arkansas
$5.96K
AWM
650
Abound Wealth Management
Tennessee
$5.02K