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Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
301
Richard P. Slaughter Associates
Texas
$1.51M +$1.44M +34,296 New
IUHSA
302
Itau Unibanco Holding S.A.
Brazil
$1.51M -$592K -14,072 -29%
Franklin Resources
303
Franklin Resources
California
$1.51M +$1.21M +28,636 +512%
CGH
304
Crossmark Global Holdings
Texas
$1.49M +$52.4K +1,244 +4%
CIM
305
Chiron Investment Management
New York
$1.48M
AF
306
Aviso Financial
Ontario, Canada
$1.47M -$356K -8,448 -20%
CCM
307
Cinctive Capital Management
New York
$1.46M +$1.4M +33,152 New
SAM
308
Securian Asset Management
Minnesota
$1.45M -$35.5K -844 -2%
AC
309
AXQ Capital
New Jersey
$1.45M +$917K +21,776 +198%
Prudential Financial
310
Prudential Financial
New Jersey
$1.42M -$1.74M -41,428 -56%
BBHC
311
Brown Brothers Harriman & Co
New York
$1.38M +$65K +1,544 +5%
FFP
312
FourThought Financial Partners
Florida
$1.36M -$104K -2,464 -7%
MPPW
313
Mitchell & Pahl Private Wealth
Oklahoma
$1.36M +$19K +452 +1%
VEA
314
Virtus ETF Advisers
New York
$1.35M +$28.5K +676 +2%
AWM
315
AE Wealth Management
Kansas
$1.33M -$85K -2,020 -6%
HMS
316
Hanseatic Management Services
New Mexico
$1.29M +$16.3K +388 +1%
IMRF
317
Illinois Municipal Retirement Fund
Illinois
$1.29M
LGA
318
Lebenthal Global Advisors
New York
$1.27M +$13.1K +312 +1%
MAM
319
Mystic Asset Management
Rhode Island
$1.25M
Baird Financial Group
320
Baird Financial Group
Wisconsin
$1.24M -$70.4K -1,672 -6%
Massachusetts Financial Services
321
Massachusetts Financial Services
Massachusetts
$1.22M +$1.16M +27,604 New
CIM
322
Caldwell Investment Management
Ontario, Canada
$1.22M +$1.15M +27,200 New
VCM
323
Virtue Capital Management
Tennessee
$1.21M +$69.4K +1,648 +6%
LA
324
LVW Advisors
New York
$1.17M -$26.6K -632 -2%
GRP
325
Global Retirement Partners
California
$1.14M +$967K +22,964 +804%