We are live on ! Find out more
IBKR icon

Interactive Brokers

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.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 94

24% more capital invested

Capital invested by funds: $4.77B → $5.9B (+$1.12B)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $24.8M

6.27% more ownership

Funds ownership: 352.65%358.92% (+6.3%)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

1% less funds holding

Funds holding: 344339 (-5)

Holders
339
Holders Change
-5
Holders Change %
-1.45%
% of All Funds
5.84%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
301
Stonebridge Capital Advisors
Minnesota
$11K +$863 +56 +9%
IA
302
IFP Advisors
Florida
$10K +$2.1K +136 +55%
APC
303
Aspire Private Capital
North Carolina
$7K +$4.93K +320 +276%
BWL
304
Bogart Wealth LLC
Virginia
$7K +$6.84K +444 New
MAM
305
Meeder Asset Management
Ohio
$6K -$13.2K -856 -69%
SPIA
306
Steward Partners Investment Advisory
New York
$6K -$5.24K -340 -46%
Bessemer Group
307
Bessemer Group
New Jersey
$6K -$308 -20 -5%
HPC
308
HM Payson & Co
Maine
$6K
PA
309
Parallel Advisors
California
$5K -$13K -844 -73%
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$4.14K +$11.8K +768 +0.3%
LFG
311
Larson Financial Group
Missouri
$4K
TJHA
312
Thomas J. Herzfeld Advisors
Florida
$4K
TCOV
313
Trust Company of Vermont
Vermont
$4K +$3.88K +252 New
HI
314
Harbour Investments
Wisconsin
$3K
CFFP
315
Center for Financial Planning
Michigan
$3K +$2.65K +172 New
TWC
316
TD Waterhouse Canada
Ontario, Canada
$2.54K
EARNEST Partners
317
EARNEST Partners
Georgia
$2K
VWM
318
Valley Wealth Managers
New Jersey
$2K
AF
319
Allworth Financial
California
$2K +$493 +32 +27%
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$2K +$801 +52 +118%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.05K +68 +170%
HCP
322
Hexagon Capital Partners
Arkansas
$2K +$2.22K +144 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.4K +156 New
CAL
324
Capital Advisors Ltd
Ohio
$1K -$62 -4 -4%
AW
325
Avion Wealth
Texas
$1K

IBKR Hedge Fund Activity: Q3 2022 in Review

339 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2022, worth a combined $5.9B — up 24% from $4.77B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of IBKR and 46 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 159 added.

The largest buyer was Greenwich Wealth Management, adding an estimated $160M. The largest seller was Select Equity Group, cutting an estimated $46M.

  • 339 institutional investors held Interactive Brokers (IBKR) as of Q3 2022, down from 344 in Q2 2022.
  • Funds reported $5.9B of Interactive Brokers stock for Q3 2022, up 24% quarter-over-quarter.
  • 46 funds opened new Interactive Brokers positions in Q3 2022 and 49 closed out, a net change of -3 holders.
  • The largest Interactive Brokers buyer in Q3 2022 was Greenwich Wealth Management, an estimated $160M added.
  • The largest Interactive Brokers seller in Q3 2022 was Select Equity Group, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2022.