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Interactive Brokers
IBKR

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 24 → 30 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586 → 709 (+123)

2.49% more ownership

Funds ownership: 341.27% → 343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$249M
2
Bank of America
Bank of America
North Carolina
+$188M
3
BlackRock
BlackRock
New York
+$128M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$86.5M
5
FFM
Fullerton Fund Management
Singapore
+$65.8M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$258M
2
OAG
Orbis Allan Gray
Bermuda
-$205M
3
Marshall Wace
Marshall Wace
United Kingdom
-$148M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$139M
5
ABI
Abrams Bison Investments
Maryland
-$56.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
251
Engineers Gate Manager
New York
$2.44M +$806K +19,152 +53%
Acadian Asset Management
252
Acadian Asset Management
Massachusetts
$2.43M +$2.29M +54,456 +8,616%
APC
253
Aspire Private Capital
North Carolina
$2.4M -$27.5K -652 -1%
SI
254
Symmetry Investments
Jersey
$2.39M +$2.27M +54,000 New
Nomura Asset Management
255
Nomura Asset Management
Japan
$2.38M +$2.27M +53,852 New
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$2.37M -$1.06M -25,204 -32%
ISWM
257
Independent Solutions Wealth Management
New York
$2.37M +$27.8K +660 +1%
LCM
258
LRT Capital Management
Texas
$2.34M +$2.23M +52,912 New
NMG
259
New Millennium Group
Utah
$2.32M +$2.21M +52,516 New
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$2.31M +$2.2M +52,216 New
VPIM
261
Vanguard Personalized Indexing Management
California
$2.3M +$94.3K +2,240 +4%
CC
262
Centiva Capital
New York
$2.3M +$2.19M +52,032 New
X
263
Xponance
Pennsylvania
$2.25M +$138K +3,268 +7%
VI
264
Vestcor Inc
New Brunswick, Canada
$2.22M -$573K -13,604 -21%
SFS
265
Sowell Financial Services
Arkansas
$2.22M +$2.11M +50,172 New
SOADOR
266
State of Alaska Department of Revenue
Alaska
$2.19M -$37K -880 -2%
M&T Bank
267
M&T Bank
New York
$2.19M +$183K +4,352 +10%
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$2.1M -$79K -1,876 -4%
DF
269
Donoghue Forlines
Massachusetts
$2.09M +$1.99M +47,268 New
P
270
&Partners
Tennessee
$2.07M +$582K +13,816 +44%
Envestnet Portfolio Solutions
271
Envestnet Portfolio Solutions
Illinois
$2.06M -$15.3K -364 -0.8%
Walleye Trading
272
Walleye Trading
New York
$2.04M -$636K -15,116 -25%
MWM
273
Mission Wealth Management
California
$1.99M -$38.4K -912 -2%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$1.97M +$437K +10,384 +30%
HA
275
Heartland Advisors
Wisconsin
$1.96M -$1.43M -33,860 -43%
9 10
11
12 13

IBKR Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2024, worth a combined $16.9B — up 31% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBKR positions and 38 closed out — a net gain of 130 holders — while 229 added to existing stakes and 238 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $249M. The largest seller was Egerton Capital (UK), cutting an estimated $258M.

  • 709 institutional investors held Interactive Brokers (IBKR) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $16.9B of Interactive Brokers stock for Q4 2024, up 31% quarter-over-quarter.
  • 168 funds opened new Interactive Brokers positions in Q4 2024 and 38 closed out, a net change of +130 holders.
  • The largest Interactive Brokers buyer in Q4 2024 was Wellington Management Group, an estimated $249M added.
  • The largest Interactive Brokers seller in Q4 2024 was Egerton Capital (UK), an estimated $258M sold.

Based on aggregated 13F filings for Q4 2024.