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Interactive Brokers
IBKR

Overview Fund Activity

339 hedge funds and large institutions have $5.9B invested in Interactive Brokers in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 94 reducing their positions, and 49 closing their positions.

Holders
339
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.86%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
46
Increased
159
Reduced
94
Closed
49
Calls
$29.8M
Puts
$24.8M
Net Calls
+$4.93M
Net Calls Change
-$16M

Top Buyers

1
GWM
1
Greenwich Wealth Management
Connecticut
$325M
2
BlackRock
2
BlackRock
New York
$534M
3
ABI
3
Abrams Bison Investments
Maryland
$55.6M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$42.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$577M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$358M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$204M
3
AP
3
Antipodes Partners
Australia
$57.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$56.5M
5
ACL
5
Azora Capital LP
Florida
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
301
Stonebridge Capital Advisors
Minnesota
$11K 173 +14 +9%
IA
302
IFP Advisors
Florida
$10K 96 +34 +55%
APC
303
Aspire Private Capital
North Carolina
$7K 109 +80 +276%
BWL
304
Bogart Wealth LLC
Virginia
$7K 111 +111 New
MAM
305
Meeder Asset Management
Ohio
$6K 98 -214 -69%
SPIA
306
Steward Partners Investment Advisory
New York
$6K 101 -85 -46%
Bessemer Group
307
Bessemer Group
New Jersey
$6K 98 -5 -5%
HPC
308
HM Payson & Co
Maine
$6K 96 – –
PA
309
Parallel Advisors
California
$5K 79 -211 -73%
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$4.14K 63,804 +192 +0.3%
TJHA
311
Thomas J. Herzfeld Advisors
Florida
$4K 55 – –
LFG
312
Larson Financial Group
Missouri
$4K 56 – –
TCOV
313
Trust Company of Vermont
Vermont
$4K 63 +63 New
HI
314
Harbour Investments
Wisconsin
$3K 48 – –
CFFP
315
Center for Financial Planning
Michigan
$3K 43 +43 New
TWC
316
TD Waterhouse Canada
Ontario, Canada
$2.54K 33 – –
EARNEST Partners
317
EARNEST Partners
Georgia
$2K 33 – –
VWM
318
Valley Wealth Managers
New Jersey
$2K 33 – –
AF
319
Allworth Financial
California
$2K 38 +8 +27%
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$2K 24 +13 +118%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$2K 27 +17 +170%
HCP
322
Hexagon Capital Partners
Arkansas
$2K 36 +36 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$2K 39 +39 New
CAL
324
Capital Advisors Ltd
Ohio
$1K 23 -1 -4%
BWM
325
BerganKDV Wealth Management
Minnesota
$1K 13 – –
11 12
13
14 15