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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
$133M
2
Marshall Wace
Marshall Wace
United Kingdom
$307M
3
ECU
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
Fidelity International
Bermuda
$62.8M
4
CI
Cooper Investors
Australia
$18.2M
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
301
Eschler Asset Management
United Kingdom
$711K -$38.1K -1,244 -5%
Group One Trading
302
Group One Trading
Illinois
$708K -$1.4M -45,552 -66%
FAM
303
Formidable Asset Management
Ohio
$695K -$151K -4,932 -18%
Corient Private Wealth
304
Corient Private Wealth
Florida
$691K +$22.9K +748 +3%
EI
305
Ethic Inc
New York
$683K +$200K +6,532 +42%
SA
306
SpiderRock Advisors
Delaware
$678K +$319K +10,392 +88%
URS
307
Utah Retirement Systems
Utah
$674K -$24.5K -800 -4%
Mariner
308
Mariner
Kansas
$672K +$77.6K +2,532 +13%
DC
309
Davenport & Co
Virginia
$664K +$43.3K +1,412 +7%
TC
310
TownSquare Capital
Utah
$661K -$3.59M -117,120 -84%
EA
311
Everpar Advisors
Oklahoma
$653K +$78K +2,544 +14%
Osaic Holdings
312
Osaic Holdings
Arizona
$650K -$155K -5,044 -19%
AAS
313
Avantax Advisory Services
Texas
$649K +$390K +12,724 +150%
AFG
314
Atomi Financial Group
New York
$635K +$194K +6,320 +44%
ProShare Advisors
315
ProShare Advisors
Maryland
$619K -$21K -684 -3%
MWC
316
MBM Wealth Consultants
Missouri
$606K -$49.9K -1,592 -8%
Capstone Investment Advisors
317
Capstone Investment Advisors
New York
$602K +$602K +19,644 New
Brown Advisory
318
Brown Advisory
Maryland
$600K +$245 +8 +0%
KAS
319
Kestra Advisory Services
Texas
$597K +$192K +6,264 +47%
QCM
320
QRG Capital Management
Illinois
$596K +$16.1K +524 +3%
NS
321
NBC Securities
Alabama
$589K +$101K +3,312 +21%
PAM
322
Panagora Asset Management
Massachusetts
$588K +$319K +10,400 +118%
TSS
323
Two Sigma Securities
New York
$588K +$588K +19,200 New
CTC
324
Central Trust Company
Missouri
$588K +$20.2K +660 +4%
HCA
325
Hyperion Capital Advisors
New York
$578K – – –
11 12
13
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