We are live on ! Find out more
IBKR icon

Interactive Brokers
IBKR

431 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

14% more capital invested

Capital invested by funds: $6.66B → $7.58B (+$923M)

7% more funds holding

Funds holding: 402 → 431 (+29)

1.86% less ownership

Funds ownership: 358.7% → 356.84% (-1.9%)

15% less call options, than puts

Call options by funds: $69.4M | Put options by funds: $81.8M

Holders
431
Holders Change
+29
Holders Change %
+7.21%
% of All Funds
6.87%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
79
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$238M
2
CI
Cooper Investors
Australia
+$43.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$38.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.5M
5
CCM
Cantillon Capital Management
New York
+$31.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$101M
2
Select Equity Group
Select Equity Group
New York
-$83M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
-$78.3M
4
GWM
Greenwich Wealth Management
Connecticut
-$48.9M
5
BCM
Bares Capital Management
Texas
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
251
Aspire Private Capital
North Carolina
$734K +$507K +24,920 +234%
ETC
252
Exchange Traded Concepts
Oklahoma
$731K +$41K +2,012 +6%
II
253
Ibex Investors
Colorado
$702K – – –
XT
254
XTX Topco
Cayman Islands
$700K +$690K +33,920 New
CGH
255
Crossmark Global Holdings
Texas
$696K +$22.4K +1,100 +3%
N
256
Natixis
France
$689K -$1.25M -61,212 -65%
FFP
257
FourThought Financial Partners
Florida
$676K -$35.1K -1,724 -5%
Verition Fund Management
258
Verition Fund Management
Connecticut
$648K +$227K +11,168 +55%
DI
259
DFPG Investments
Utah
$607K +$598K +29,400 New
CDH
260
Charles D. Hyman
$591K – – –
MAM
261
Mystic Asset Management
Rhode Island
$590K – – –
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$590K – – –
PWS
263
Precision Wealth Strategies
Missouri
$589K -$21.7K -1,068 -4%
GC
264
Guggenheim Capital
Illinois
$588K +$176K +8,660 +44%
SF
265
Symphony Financial
Texas
$585K -$13.8K -680 -2%
SPC
266
Sigma Planning Corp
Michigan
$543K +$536K +26,324 New
IWA
267
Intercontinental Wealth Advisors
Texas
$541K -$12.3K -604 -2%
Creative Planning
268
Creative Planning
Kansas
$535K +$71.7K +3,524 +16%
Two Sigma Advisers
269
Two Sigma Advisers
New York
$520K -$5.31M -260,800 -91%
MPPW
270
Mitchell & Pahl Private Wealth
Oklahoma
$516K +$7.49K +368 +1%
HWAM
271
Hennion & Walsh Asset Management
New Jersey
$513K +$7.08K +348 +1%
AWA
272
Arkadios Wealth Advisors
Georgia
$512K +$505K +24,796 New
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$505K -$1.11M -54,392 -69%
ProShare Advisors
274
ProShare Advisors
Maryland
$505K -$658K -32,312 -57%
QC
275
Quadrature Capital
United Kingdom
$500K -$800K -39,300 -62%
9 10
11
12 13

IBKR Hedge Fund Activity: Q1 2023 in Review

431 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2023, worth a combined $7.58B — up 14% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IBKR positions and 44 closed out — a net gain of 35 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $238M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 431 institutional investors held Interactive Brokers (IBKR) as of Q1 2023, up from 402 in Q4 2022.
  • Funds reported $7.58B of Interactive Brokers stock for Q1 2023, up 14% quarter-over-quarter.
  • 79 funds opened new Interactive Brokers positions in Q1 2023 and 44 closed out, a net change of +35 holders.
  • The largest Interactive Brokers buyer in Q1 2023 was Orbis Allan Gray, an estimated $238M added.
  • The largest Interactive Brokers seller in Q1 2023 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.