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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
PFO
276
PMC FIG Opportunities
Israel
$495K +$488K +24,000 New
EP
277
Edgestream Partners
New Jersey
$485K +$479K +23,516 New
AWAU
278
Alliance Wealth Advisors (Utah)
Utah
$467K +$11.3K +556 +3%
Brown Advisory
279
Brown Advisory
Maryland
$456K +$98.9K +4,860 +28%
SCM
280
Shelton Capital Management
Colorado
$449K +$78.8K +3,872 +22%
SWS
281
SYSTM Wealth Solutions
Illinois
$437K +$14.2K +696 +3%
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$433K – – –
Mariner
283
Mariner
Kansas
$431K +$59.3K +2,912 +16%
Acadian Asset Management
284
Acadian Asset Management
Massachusetts
$429K -$3.57M -175,204 -89%
HIM
285
Hillsdale Investment Management
Ontario, Canada
$424K +$418K +20,520 New
CAN
286
Cetera Advisor Networks
California
$419K +$53.8K +2,644 +15%
URS
287
Utah Retirement Systems
Utah
$413K +$8.14K +400 +2%
TRCT
288
Tower Research Capital (TRC)
New York
$412K +$248K +12,172 +156%
BRWA
289
B. Riley Wealth Advisors
Florida
$378K +$6.51K +320 +2%
MWC
290
MBM Wealth Consultants
Missouri
$378K – – –
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$374K +$64.2K +3,152 +21%
OC
292
Oppenheimer & Co
New York
$371K +$25.6K +1,260 +8%
RWPA
293
Richard W. Paul & Associates
Michigan
$360K +$253K +12,420 +246%
EWA
294
EverSource Wealth Advisors
Alabama
$360K -$407 -20 -0.1%
ASN
295
Advisory Services Network
Georgia
$358K +$131K +6,412 +59%
HighTower Advisors
296
HighTower Advisors
Illinois
$352K -$69.5K -3,416 -17%
Wealthfront Advisers
297
Wealthfront Advisers
California
$352K +$37.1K +1,824 +12%
JCIA
298
Jackson Creek Investment Advisors
Colorado
$342K +$337K +16,580 New
QOP
299
Quinn Opportunity Partners
Virginia
$341K -$16.9M -829,200 -98%
AWS
300
Atria Wealth Solutions
New York
$338K +$333K +16,372 New
10 11
12
13 14

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.