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Interactive Brokers

548 hedge funds and large institutions have $11.4B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

49% more call options, than puts

Call options by funds: $177M | Put options by funds: $119M

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 496548 (+52)

8% more capital invested

Capital invested by funds: $10.6B → $11.4B (+$872M)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 182

4.95% less ownership

Funds ownership: 353.62%348.66% (-5%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.91%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
101
Increased
197
Reduced
182
Closed
43
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$559K -$30.4K -1,020 -5%
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$540K -$520K -17,432 -50%
CAM
328
Cresset Asset Management
Illinois
$537K +$177K +5,928 +51%
P
329
&Partners
Tennessee
$533K +$519K +17,388 New
RCM
330
Raleigh Capital Management
North Carolina
$532K +$44K +1,476 +9%
Amundi
331
Amundi
France
$527K -$850K -28,496 -63%
HAG
332
HighPoint Advisor Group
Illinois
$522K +$14.3K +480 +3%
NA
333
Navellier & Associates
Nevada
$515K -$13.1K -440 -3%
BRWA
334
B. Riley Wealth Advisors
Florida
$512K -$171K -5,744 -26%
VA
335
Verdad Advisers
Massachusetts
$509K +$495K +16,604 New
WS
336
Wedbush Securities
California
$500K +$31K +1,040 +7%
I
337
InceptionR
California
$495K +$482K +16,160 New
ONB
338
Old National Bancorp
Indiana
$487K +$474K +15,876 New
Wolverine Trading
339
Wolverine Trading
Illinois
$483K -$369K -12,352 -44%
HWM
340
Hohimer Wealth Management
Washington
$472K +$460K +15,400 New
RWPA
341
Richard W. Paul & Associates
Michigan
$470K -$5.01K -168 -1%
MWPCG
342
Measured Wealth Private Client Group
New Hampshire
$456K +$444K +14,872 New
BHCM
343
Brevan Howard Capital Management
Jersey
$446K +$434K +14,556 New
GAM
344
Griffin Asset Management
New York
$436K +$425K +14,240 New
FTWA
345
Fifth Third Wealth Advisors
Ohio
$436K +$424K +14,220 New
SIM
346
Studio Investment Management
Illinois
$417K +$955 +32 +0.2%
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$414K +$125K +4,188 +45%
HWMA
348
Heritage Wealth Management (Arizona)
Arizona
$413K -$51.2K -1,716 -11%
HFO
349
Heritage Family Offices
Arizona
$413K +$402K +13,468 New
SW
350
SteelPeak Wealth
California
$410K +$399K +13,364 New