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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+120
Holders Change %
+20.65%
% 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
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$264M
2
Bank of America
2
Bank of America
North Carolina
$413M
3
BlackRock
3
BlackRock
New York
$1.83B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$90.7M
5
FFM
5
Fullerton Fund Management
Singapore
$69.1M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
2
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$45.5M
5
ABI
5
Abrams Bison Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
301
Itau Unibanco Holding S.A.
Brazil
$1.51M -$629K -14,072 -29%
Franklin Resources
302
Franklin Resources
California
$1.51M +$1.26M +28,636 +512%
CGH
303
Crossmark Global Holdings
Texas
$1.49M +$54.9K +1,244 +4%
CIM
304
Chiron Investment Management
New York
$1.48M – – –
AF
305
Aviso Financial
Ontario, Canada
$1.47M -$373K -8,448 -20%
CCM
306
Cinctive Capital Management
New York
$1.46M +$1.46M +33,152 New
SAM
307
Securian Asset Management
Minnesota
$1.45M -$37.3K -844 -2%
AC
308
AXQ Capital
New Jersey
$1.45M +$962K +21,776 +198%
Prudential Financial
309
Prudential Financial
New Jersey
$1.42M -$1.83M -41,428 -56%
BBHC
310
Brown Brothers Harriman & Co
New York
$1.38M +$68.2K +1,544 +5%
FFP
311
FourThought Financial Partners
Florida
$1.36M -$109K -2,464 -7%
MPPW
312
Mitchell & Pahl Private Wealth
Oklahoma
$1.36M +$20K +452 +1%
VEA
313
Virtus ETF Advisers
New York
$1.35M +$29.9K +676 +2%
AWM
314
AE Wealth Management
Kansas
$1.33M -$89.2K -2,020 -6%
HMS
315
Hanseatic Management Services
New Mexico
$1.29M +$17.1K +388 +1%
IMRF
316
Illinois Municipal Retirement Fund
Illinois
$1.29M – – –
LGA
317
Lebenthal Global Advisors
New York
$1.27M +$13.8K +312 +1%
MAM
318
Mystic Asset Management
Rhode Island
$1.25M – – –
Baird Financial Group
319
Baird Financial Group
Wisconsin
$1.24M -$73.8K -1,672 -6%
Massachusetts Financial Services
320
Massachusetts Financial Services
Massachusetts
$1.22M +$1.22M +27,604 New
CIM
321
Caldwell Investment Management
Ontario, Canada
$1.22M +$1.22M +27,200 New
VCM
322
Virtue Capital Management
Tennessee
$1.21M +$72.8K +1,648 +6%
LA
323
LVW Advisors
New York
$1.17M -$27.9K -632 -2%
GRP
324
Global Retirement Partners
California
$1.14M +$1.01M +22,964 +804%
Mariner
325
Mariner
Kansas
$1.14M +$73.8K +1,672 +7%
11 12
13
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