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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
SIC
651
Salem Investment Counselors
North Carolina
$4.39K
CA
652
Continuum Advisory
Idaho
$4.08K
HCP
653
Hexagon Capital Partners
Arkansas
$3.76K -$313 -1 -8%
CSC
654
Caldwell Sutter Capital
California
$3.76K
PWMG
655
Prestige Wealth Management Group
New Jersey
$3.45K
CP
656
Castleview Partners
Texas
$3.45K -$11.6K -37 -77%
DJSG
657
D.J. St. Germain
Massachusetts
$3.45K
HWM
658
HighMark Wealth Management
Minnesota
$3.13K -$313 -1 -9%
CTC
659
Central Trust Company
Missouri
$3.13K
LIA
660
Lynx Investment Advisory
District of Columbia
$3.13K +$3.13K +10 New
AA
661
Addison Advisors
Vermont
$2.82K
JWM
662
Janiczek Wealth Management
Colorado
$2.82K
JWA
663
JFS Wealth Advisors
Pennsylvania
$2.51K
PWA
664
Provenance Wealth Advisors
Florida
$2.51K
GIA
665
GHP Investment Advisors
Colorado
$2.51K +$2.51K +8 New
PCM
666
Penserra Capital Management
California
$2K
OLVIG
667
Oliver Lagore Vanvalin Investment Group
Michigan
$1.88K -$3.45K -11 -65%
Kayne Anderson Rudnick Investment Management
668
Kayne Anderson Rudnick Investment Management
California
$1.88K
RCM
669
Raleigh Capital Management
North Carolina
$1.57K +$1.57K +5 New
GEA
670
Glen Eagle Advisors
New Jersey
$1.15K
TCM
671
TD Capital Management
Tennessee
$627
RS
672
Rakuten Securities
Japan
$313 -$313 -1 -50%
CCMI
673
Creative Capital Management Investments
California
$313
ITP
674
Iron Triangle Partners
Connecticut
-$50.7M -150,853 Closed
Marshall Wace
675
Marshall Wace
United Kingdom
-$47M -139,768 Closed