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Interactive Brokers
IBKR

Overview Fund Activity

581 hedge funds and large institutions have $12.7B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 232 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+35
Holders Change %
+6.41%
% of All Funds
8.41%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
93
Increased
232
Reduced
183
Closed
54
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$83.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B
3
BlackRock
3
BlackRock
New York
$1.33B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$471M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$156M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$194M
3
Millennium Management
3
Millennium Management
New York
$81M
4
OAG
4
Orbis Allan Gray
Bermuda
$906M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
326
Hyperion Capital Advisors
New York
$657K – – –
KAS
327
Kestra Advisory Services
Texas
$649K -$29.3K -840 -4%
PAM
328
Panagora Asset Management
Massachusetts
$620K -$48.8K -1,400 -7%
SCM
329
Shelton Capital Management
Colorado
$618K -$17.6K -504 -3%
IPW
330
Impact Partnership Wealth
Georgia
$618K -$28.3K -812 -4%
VWM
331
Venturi Wealth Management
Texas
$610K +$146K +4,200 +32%
RWM
332
Revisor Wealth Management
Ohio
$608K +$147K +4,212 +32%
HWAM
333
Hennion & Walsh Asset Management
New Jersey
$602K -$12.3K -352 -2%
DTL
334
Dynamic Technology Lab
Singapore
$586K +$586K +16,832 New
BRWA
335
B. Riley Wealth Advisors
Florida
$580K -$7.74K -220 -1%
SCM
336
Sterling Capital Management
North Carolina
$562K +$562K +16,140 New
HWM
337
Hohimer Wealth Management
Washington
$558K +$21.9K +628 +4%
OAC
338
OMERS Administration Corp
Ontario, Canada
$530K +$530K +15,200 New
RWPA
339
Richard W. Paul & Associates
Michigan
$527K -$7.8K -224 -1%
AAM
340
Advisors Asset Management
Colorado
$522K +$133K +3,828 +34%
FC
341
FORA Capital
Florida
$521K -$1.84M -52,852 -78%
TSS
342
Two Sigma Securities
New York
$520K -$149K -4,276 -22%
DIM
343
Delta Investment Management
California
$516K +$516K +14,800 New
SW
344
SteelPeak Wealth
California
$513K +$47.7K +1,368 +10%
CP
345
CenterBook Partners
Connecticut
$508K -$2.64M -75,824 -84%
FTWA
346
Fifth Third Wealth Advisors
Ohio
$503K +$7.94K +228 +2%
IAN
347
Integrated Advisors Network
Texas
$497K +$497K +14,256 New
GAM
348
Griffin Asset Management
New York
$496K – – –
IC
349
IEQ Capital
California
$478K +$478K +13,720 New
HFO
350
Heritage Family Offices
Arizona
$476K +$6.55K +188 +1%
12 13
14
15 16