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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
AWM
301
Axxcess Wealth Management
California
$327K – – –
AA
302
ALPS Advisors
Colorado
$324K +$320K +15,720 New
QT
303
Quantamental Technologies
New York
$303K +$299K +14,672 New
V
304
Veritable
Delaware
$301K +$297K +14,568 New
PA
305
Profund Advisors
Maryland
$297K -$42.1K -2,068 -13%
Simplex Trading
306
Simplex Trading
Illinois
$297K -$200K -9,836 -41%
TWM
307
TriaGen Wealth Management
California
$292K -$16.9K -832 -6%
API
308
Advisor Partners II
California
$292K +$20K +984 +7%
AQR Capital Management
309
AQR Capital Management
Connecticut
$288K +$14.7K +720 +5%
KAS
310
Kestra Advisory Services
Texas
$288K -$283K -13,916 -50%
SIM
311
Studio Investment Management
Illinois
$288K +$284K +13,960 New
OA
312
Oxbow Advisors
Texas
$287K +$283K +13,888 New
IA
313
Inspire Advisors
Idaho
$274K -$7.41K -364 -3%
JMPWA
314
JP Morgan Private Wealth Advisors
California
$268K +$265K +13,004 New
SFG
315
Synergy Financial Group
California
$262K -$10.8K -532 -4%
TI
316
Tidal Investments
Wisconsin
$255K +$251K +12,344 New
CIP
317
Convergence Investment Partners
Florida
$253K +$92K +4,520 +59%
RWM
318
Revisor Wealth Management
Ohio
$252K +$249K +12,216 New
WA
319
Wealth Alliance
New York
$248K -$1.79K -88 -0.7%
CAAS
320
Capital Asset Advisory Services
Michigan
$244K -$18.7K -920 -7%
PMEF
321
Point72 Middle East FZE
United Arab Emirates
$241K +$238K +11,676 New
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$240K +$7.16K +352 +3%
TSS
323
Two Sigma Securities
New York
$239K -$187K -9,200 -44%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$234K +$231K +11,348 New
CC
325
Centiva Capital
New York
$230K +$227K +11,144 New
11 12
13
14 15

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.