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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

Holders
701
Holders Change
+120
Holders Change %
+20.65%
% 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
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$264M
2
Norges Bank
2
Norges Bank
Norway
$229M
3
Bank of America
3
Bank of America
North Carolina
$413M
4
BlackRock
4
BlackRock
New York
$1.83B
5
Raymond James Financial
5
Raymond James Financial
Florida
$120M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
2
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$45.5M
5
ABI
5
Abrams Bison Investments
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EGM
251
Engineers Gate Manager
New York
$2.44M 13,820 +4,788 +53%
Acadian Asset Management
252
Acadian Asset Management
Massachusetts
$2.43M 13,772 +13,614 +8,616%
APC
253
Aspire Private Capital
North Carolina
$2.4M 13,568 -163 -1%
SI
254
Symmetry Investments
Jersey
$2.39M 13,500 +13,500 New
Nomura Asset Management
255
Nomura Asset Management
Japan
$2.38M 13,463 +13,463 New
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$2.37M 13,392 -6,301 -32%
ISWM
257
Independent Solutions Wealth Management
New York
$2.37M 13,407 +165 +1%
LCM
258
LRT Capital Management
Texas
$2.34M 13,228 +13,228 New
NMG
259
New Millennium Group
Utah
$2.32M 13,129 +13,129 New
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$2.31M 13,054 +13,054 New
VPIM
261
Vanguard Personalized Indexing Management
California
$2.3M 13,017 +560 +4%
CC
262
Centiva Capital
New York
$2.3M 13,008 +13,008 New
X
263
Xponance
Pennsylvania
$2.25M 12,731 +817 +7%
VI
264
Vestcor Inc
New Brunswick, Canada
$2.22M 12,585 -3,401 -21%
SFS
265
Sowell Financial Services
Arkansas
$2.22M 12,543 +12,543 New
SOADOR
266
State of Alaska Department of Revenue
Alaska
$2.19M 12,416 -220 -2%
M&T Bank
267
M&T Bank
New York
$2.19M 12,390 +1,088 +10%
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$2.1M 11,879 -469 -4%
DF
269
Donoghue Forlines
Massachusetts
$2.09M 11,817 +11,817 New
P
270
&Partners
Tennessee
$2.07M 11,242 +3,454 +44%
Envestnet Portfolio Solutions
271
Envestnet Portfolio Solutions
Illinois
$2.06M 11,673 -91 -0.8%
Walleye Trading
272
Walleye Trading
New York
$2.04M 11,572 -3,779 -25%
MWM
273
Mission Wealth Management
California
$1.99M 11,292 -228 -2%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$1.97M 11,167 +2,596 +30%
HA
275
Heartland Advisors
Wisconsin
$1.96M 11,111 -8,465 -43%
9 10
11
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