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Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
326
Evelyn Partners Investment Management
$1.14M +$4.35M +103,208 New
Mariner
327
Mariner
Kansas
$1.14M +$70.4K +1,672 +7%
PCIA
328
Prime Capital Investment Advisors
Kansas
$1.13M +$618K +14,680 +134%
MMEA
329
Main Management ETF Advisors
California
$1.13M -$97K -2,304 -8%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$1.12M +$31.3K +744 +3%
SCM
331
Sterling Capital Management
North Carolina
$1.11M +$374K +8,884 +55%
SIA
332
Strategic Investment Advisors
Michigan
$1.09M -$136K -3,236 -12%
PAG
333
Private Advisory Group
Washington
$1.09M +$1.04M +24,688 New
AWA
334
Arkadios Wealth Advisors
Georgia
$1.09M -$19.2K -456 -2%
WAM
335
WealthTrust Asset Management
Florida
$1.08M -$83.9K -1,992 -8%
EAM
336
Eschler Asset Management
United Kingdom
$1.08M +$52.4K +1,244 +5%
QC
337
Quantessence Capital
New York
$1.08M +$1.03M +24,432 New
CTC
338
Central Trust Company
Missouri
$1.06M +$124K +2,948 +14%
DekaBank Deutsche Girozentrale
339
DekaBank Deutsche Girozentrale
Germany
$1.05M
DC
340
Davenport & Co
Virginia
$1.03M +$17.3K +412 +2%
TRCT
341
Tower Research Capital (TRC)
New York
$1.03M +$558K +13,256 +132%
AFG
342
Atomi Financial Group
New York
$1.01M +$81.5K +1,936 +9%
URS
343
Utah Retirement Systems
Utah
$1.01M
QCM
344
QRG Capital Management
Illinois
$998K +$25.6K +608 +3%
MSRPS
345
Maryland State Retirement & Pension System
Maryland
$996K -$49.3K -1,172 -5%
CANY
346
Caxton Associates (New York)
New York
$993K -$419K -9,956 -31%
AAS
347
Avantax Advisory Services
Texas
$986K -$18.7K -444 -2%
DFCM
348
Dark Forest Capital Management
Puerto Rico
$973K +$927K +22,020 New
ONPI
349
Owls Nest Partners IA
Pennsylvania
$972K -$926K -22,000 -50%
GC
350
Guggenheim Capital
Illinois
$972K +$445K +10,580 +93%