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Interactive Brokers
IBKR

Overview Fund Activity

347 hedge funds and large institutions have $5.73B invested in Interactive Brokers in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 144 increasing their positions, 101 reducing their positions, and 43 closing their positions.

Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.49%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
54
Increased
144
Reduced
101
Closed
43
Calls
$33.8M
Puts
$17.4M
Net Calls
+$16.4M
Net Calls Change
+$29.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$90.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.2M
3
PWAM
3
Park West Asset Management
California
$57.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$548M
5
AP
5
Antipodes Partners
Australia
$71M

Top Sellers

1
GWM
1
Greenwich Wealth Management
Connecticut
$246M
2
BCM
2
Bares Capital Management
Texas
$264M
3
TP
3
Thunderbird Partners
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.76M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
251
Gladstone Institutional Advisory
Florida
$253K 3,837 +3,837 New
MM
252
MQS Management
New York
$251K 3,810 +386 +11%
HSA
253
HBK Sorce Advisory
Pennsylvania
$245K 3,713 -629 -14%
MCM
254
MAI Capital Management
Ohio
$244K 3,701 +2 +0.1%
SFG
255
Synergy Financial Group
California
$237K 3,593 -143 -4%
Brown Advisory
256
Brown Advisory
Maryland
$231K 3,505 -2,540 -42%
GCP
257
GSA Capital Partners
United Kingdom
$230K 3,496 -4,144 -54%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$226K 3,436 +1,120 +48%
KAS
259
Kestra Advisory Services
Texas
$225K 3,414 +268 +9%
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$216K 3,291 +500 +18%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$202K 3,064 +3,064 New
TRCT
262
Tower Research Capital (TRC)
New York
$190K 2,885 -1,189 -29%
CA
263
Crewe Advisors
Utah
$168K 2,548 – –
Acadian Asset Management
264
Acadian Asset Management
Massachusetts
$168K 2,569 +2,569 New
PFS
265
Prospera Financial Services
Texas
$157K 2,380 +2,380 New
BC
266
Bartlett & Co
Ohio
$156K 2,360 +2,360 New
BCWM
267
Bartlett & Co Wealth Management
Ohio
$156K 2,360 +2,360 New
C
268
Covestor
United Kingdom
$150K 2,270 +2 +0.1%
TSWM
269
Tyler-Stone Wealth Management
Ohio
$109K 1,650 – –
SOW
270
State of Wyoming
Wyoming
$105K 1,588 -676 -30%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$105K 1,553 – –
IA
272
IndexIQ Advisors
New York
$101K 1,529 -5,731 -79%
GLLW
273
Graves Light Lenhart Wealth
Virginia
$86K 1,309 – –
NICM
274
Neo Ivy Capital Management
New York
$76K 1,138 +653 +135%
CFO
275
CVA Family Office
Colorado
$75K 1,137 – –
9 10
11
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