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Interactive Brokers
IBKR

Overview Fund Activity

581 hedge funds and large institutions have $12.7B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 232 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+35
Holders Change %
+6.41%
% of All Funds
8.4%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
93
Increased
232
Reduced
183
Closed
54
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$83.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B
3
BlackRock
3
BlackRock
New York
$1.33B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$471M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$156M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$194M
3
Millennium Management
3
Millennium Management
New York
$81M
4
OAG
4
Orbis Allan Gray
Bermuda
$906M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
301
Verdad Advisers
Massachusetts
$807K +$229K +6,572 +40%
DC
302
Davenport & Co
Virginia
$802K +$46.5K +1,336 +6%
URS
303
Utah Retirement Systems
Utah
$794K +$27.9K +800 +4%
AAS
304
Avantax Advisory Services
Texas
$793K +$55.2K +1,584 +7%
GI
305
GAMCO Investors
Connecticut
$787K +$390K +11,200 +98%
RSWM
306
Robertson Stephens Wealth Management
California
$781K +$781K +22,428 New
Mitsubishi UFJ Trust & Banking
307
Mitsubishi UFJ Trust & Banking
Japan
$780K -$50.6K -1,452 -6%
PIM
308
Pullen Investment Management
Florida
$778K -$414K -11,884 -35%
SLI
309
Sumitomo Life Insurance
Japan
$774K +$774K +22,228 New
QCM
310
QRG Capital Management
Illinois
$766K +$88.9K +2,552 +13%
FAM
311
Formidable Asset Management
Ohio
$766K -$24.5K -704 -3%
WG
312
Winton Group
United Kingdom
$761K +$761K +21,856 New
TC
313
TownSquare Capital
Utah
$760K +$9.34K +268 +1%
A
314
AlphaQuest
New York
$751K +$751K +21,552 New
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$746K +$276K +7,916 +59%
CTC
316
Central Trust Company
Missouri
$731K +$62.3K +1,788 +9%
AFG
317
Atomi Financial Group
New York
$730K +$8.5K +244 +1%
MWC
318
MBM Wealth Consultants
Missouri
$728K +$54.2K +1,556 +8%
EA
319
Everpar Advisors
Oklahoma
$711K -$31.2K -896 -4%
RCM
320
Raleigh Capital Management
North Carolina
$681K +$76.5K +2,196 +13%
Brown Advisory
321
Brown Advisory
Maryland
$672K -$10.5K -300 -2%
CCG
322
Capital CS Group
California
$669K +$669K +19,204 New
ONB
323
Old National Bancorp
Indiana
$668K +$114K +3,284 +21%
ProShare Advisors
324
ProShare Advisors
Maryland
$661K -$42.8K -1,228 -6%
NS
325
NBC Securities
Alabama
$660K -$10.5K -300 -2%
11 12
13
14 15