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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
326
Impact Partnership Wealth
Georgia
$568K +$568K +18,540 New
SCM
327
Shelton Capital Management
Colorado
$559K -$31.3K -1,020 -5%
HWAM
328
Hennion & Walsh Asset Management
New Jersey
$540K -$534K -17,432 -50%
CAM
329
Cresset Asset Management
Illinois
$537K +$182K +5,928 +51%
P
330
&Partners
Tennessee
$533K +$533K +17,388 New
RCM
331
Raleigh Capital Management
North Carolina
$532K +$45.2K +1,476 +9%
Amundi
332
Amundi
France
$527K -$894K -28,496 -63%
HAG
333
HighPoint Advisor Group
Illinois
$522K +$14.3K +480 +3%
NA
334
Navellier & Associates
Nevada
$515K -$13.5K -440 -3%
BRWA
335
B. Riley Wealth Advisors
Florida
$512K -$176K -5,744 -26%
VA
336
Verdad Advisers
Massachusetts
$509K +$509K +16,604 New
WS
337
Wedbush Securities
California
$500K +$31.9K +1,040 +7%
I
338
InceptionR
California
$495K +$495K +16,160 New
ONB
339
Old National Bancorp
Indiana
$487K +$487K +15,876 New
Wolverine Trading
340
Wolverine Trading
Illinois
$483K -$379K -12,352 -44%
HWM
341
Hohimer Wealth Management
Washington
$472K +$472K +15,400 New
RWPA
342
Richard W. Paul & Associates
Michigan
$470K -$5.15K -168 -1%
MWPCG
343
Measured Wealth Private Client Group
New Hampshire
$456K +$456K +14,872 New
BHCM
344
Brevan Howard Capital Management
Jersey
$446K +$446K +14,556 New
GAM
345
Griffin Asset Management
New York
$436K +$436K +14,240 New
FTWA
346
Fifth Third Wealth Advisors
Ohio
$436K +$436K +14,220 New
SIM
347
Studio Investment Management
Illinois
$417K +$981 +32 +0.2%
Cambridge Investment Research Advisors
348
Cambridge Investment Research Advisors
Iowa
$414K +$129K +4,188 +45%
HWMA
349
Heritage Wealth Management (Arizona)
Arizona
$413K -$52.6K -1,716 -11%
HFO
350
Heritage Family Offices
Arizona
$413K +$413K +13,468 New
12 13
14
15 16