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Interactive Brokers
IBKR

496 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

35% more capital invested

Capital invested by funds: $7.81B → $10.6B (+$2.77B)

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

9% more funds holding

Funds holding: 456 → 496 (+40)

1.65% more ownership

Funds ownership: 351.96% → 353.62% (+1.7%)

3% less call options, than puts

Call options by funds: $116M | Put options by funds: $119M

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
7.14%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
162
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$281M
2
JP Morgan Chase
JP Morgan Chase
New York
+$231M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$146M
4
JCM
Junto Capital Management
New York
+$47.5M
5
AM
AGF Management
Ontario, Canada
+$42.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$117M
2
Marshall Wace
Marshall Wace
United Kingdom
-$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$103M
4
Goldman Sachs
Goldman Sachs
New York
-$73M
5
OAG
Orbis Allan Gray
Bermuda
-$63.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
326
FORA Capital
Florida
$404K +$360K +14,468 New
AFG
327
Atomi Financial Group
New York
$402K +$358K +14,388 New
FHB
328
First Hawaiian Bank
Hawaii
$381K – – –
ACM
329
Aquatic Capital Management
Illinois
$380K -$468K -18,800 -58%
SIM
330
Studio Investment Management
Illinois
$379K +$29.9K +1,200 +10%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$370K +$330K +13,236 New
KAS
332
Kestra Advisory Services
Texas
$369K +$69K +2,772 +27%
CCA
333
Cottonwood Capital Advisors
Utah
$362K -$25.5K -1,024 -7%
WA
334
Wealth Alliance
New York
$361K +$50.9K +2,044 +19%
AA
335
ALPS Advisors
Colorado
$361K -$15.3K -616 -5%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$356K +$317K +12,740 New
BAM
337
Boyar Asset Management
New York
$353K +$315K +12,632 New
EWA
338
EverSource Wealth Advisors
Alabama
$352K -$14.5K -584 -5%
CC
339
Corton Capital
Ontario, Canada
$330K +$294K +11,812 New
OC
340
Oppenheimer & Co
New York
$327K +$291K +11,692 New
SCA
341
Snowden Capital Advisors
New York
$326K +$291K +11,684 New
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$325K – – –
CAM
343
Cresset Asset Management
Illinois
$324K +$21.4K +860 +8%
GI
344
GAMCO Investors
Connecticut
$318K -$14.9K -600 -5%
JFG
345
Jefferies Financial Group
New York
$318K +$284K +11,392 New
PAG
346
Private Advisor Group
New Jersey
$317K +$14.9K +600 +6%
SA
347
SpiderRock Advisors
Delaware
$317K +$292K +11,744 New
SWS
348
SYSTM Wealth Solutions
Illinois
$310K +$236K +9,472 +576%
LAM
349
L2 Asset Management
Massachusetts
$308K +$1.69K +68 +0.6%
AWM
350
Axxcess Wealth Management
California
$307K -$32.6K -1,308 -11%
12 13
14
15 16

IBKR Hedge Fund Activity: Q1 2024 in Review

496 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2024, worth a combined $10.6B — up 35% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IBKR positions and 48 closed out — a net gain of 43 holders — while 162 added to existing stakes and 173 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $281M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $117M.

  • 496 institutional investors held Interactive Brokers (IBKR) as of Q1 2024, up from 456 in Q4 2023.
  • Funds reported $10.6B of Interactive Brokers stock for Q1 2024, up 35% quarter-over-quarter.
  • 91 funds opened new Interactive Brokers positions in Q1 2024 and 48 closed out, a net change of +43 holders.
  • The largest Interactive Brokers buyer in Q1 2024 was Egerton Capital (UK), an estimated $281M added.
  • The largest Interactive Brokers seller in Q1 2024 was Kayne Anderson Rudnick Investment Management, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.