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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
UFF
326
USA Financial Formulas
Michigan
$229K +$226K +11,080 New
TWM
327
Thrive Wealth Management
Pennsylvania
$227K +$224K +11,008 New
KI
328
Kapitalo Investimentos
Brazil
$225K +$221K +10,880 New
WAG
329
Wallace Advisory Group
California
$224K +$221K +10,864 New
AAM
330
Aureus Asset Management
Massachusetts
$215K +$212K +10,400 New
JFG
331
Jefferies Financial Group
New York
$213K +$210K +10,316 New
GI
332
GAMCO Investors
Connecticut
$211K +$208K +10,200 New
CA
333
Crewe Advisors
Utah
$210K – – –
DC
334
Davenport & Co
Virginia
$200K +$197K +9,696 New
BC
335
Bartlett & Co
Ohio
$195K – – –
BCWM
336
Bartlett & Co Wealth Management
Ohio
$195K – – –
C
337
Covestor
United Kingdom
$187K -$163 -8 -0.1%
CTC
338
Central Trust Company
Missouri
$167K – – –
QCG
339
Quadrant Capital Group
Ohio
$133K +$28.7K +1,408 +28%
FHA
340
First Horizon Advisors
Tennessee
$130K +$99.6K +4,896 +353%
Macquarie Group
341
Macquarie Group
Australia
$111K – – –
JMF
342
Johnson Midwest Financial
Iowa
$101K – – –
HFM
343
Harvest Fund Management
China
$90K +$89.2K +4,384 New
SWM
344
Spire Wealth Management
Virginia
$84K +$8.79K +432 +12%
EBA
345
Eagle Bay Advisors
New York
$83K +$1.71K +84 +2%
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$82.6K – – –
O
347
Ossiam
France
$82.3K -$24.9K -1,224 -23%
BHWM
348
Bay Harbor Wealth Management
Maryland
$78.8K +$54.9K +2,696 +240%
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$78K +$407 +20 +0.5%
RCM
350
Raleigh Capital Management
North Carolina
$75K +$15K +736 +25%
12 13
14
15 16

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.