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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
AWM
626
Abound Wealth Management
Tennessee
$4.6K
PG
627
Proffitt & Goodson
Tennessee
$4.6K +$5.04K +16 New
TC
628
Truvestments Capital
Florida
$4.6K +$5.04K +16 New
CPG
629
Cornerstone Planning Group
New Jersey
$4.42K -$3.78K -12 -39%
SIC
630
Salem Investment Counselors
North Carolina
$4.02K
HWA
631
HHM Wealth Advisors
Tennessee
$4.02K +$4.42K +14 New
CSC
632
Caldwell Sutter Capital
California
$3.45K
CT
633
Colonial Trust
South Carolina
$3.43K -$2.52K -8 -40%
PWMG
634
Prestige Wealth Management Group
New Jersey
$3.16K
DJSG
635
D.J. St. Germain
Massachusetts
$3.16K
HBW
636
Hazlett, Burt & Watson
West Virginia
$3K +$2.84K +9 New
CTC
637
Central Trust Company
Missouri
$2.87K
VCM
638
Versant Capital Management
Arizona
$2.87K -$9.78K -31 -76%
HWM
639
HighMark Wealth Management
Minnesota
$2.87K
IAIM
640
International Assets Investment Management
Florida
$2.62K +$237M +750,104 +28,327%
CA
641
Continuum Advisory
Idaho
$2.6K
AA
642
Addison Advisors
Vermont
$2.59K
ATS
643
Ashton Thomas Securities
New York
$2.59K +$2.84K +9 New
GIA
644
GHP Investment Advisors
Colorado
$2.3K
PWA
645
Provenance Wealth Advisors
Florida
$2.3K
HCP
646
Hexagon Capital Partners
Arkansas
$1.72K -$1.89K -6 -50%
OLVIG
647
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K
RCM
648
Raleigh Capital Management
North Carolina
$1.44K
GEA
649
Glen Eagle Advisors
New Jersey
$1.05K
PCM
650
Penserra Capital Management
California
$1K