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Interactive Brokers
IBKR

Overview Fund Activity

344 hedge funds and large institutions have $4.77B invested in Interactive Brokers in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
344
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
43
Increased
149
Reduced
103
Closed
37
Calls
$35.4M
Puts
$14.4M
Net Calls
+$21M
Net Calls Change
+$4.54M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$194M
2
BA
2
Bridgewater Associates
Connecticut
$68.1M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$65.9M
4
Select Equity Group
4
Select Equity Group
New York
$349M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$16.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
GWM
2
Greenwich Wealth Management
Connecticut
$137M
3
BCM
3
Bares Capital Management
Texas
$177M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$210M
5
Morgan Stanley
5
Morgan Stanley
New York
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
351
Axxcess Wealth Management
California
– – -4,407 Closed
VPIM
352
Vanguard Personalized Indexing Management
California
– – -4,056 Closed
GIA
353
Gladstone Institutional Advisory
Florida
– – -3,837 Closed
MM
354
MQS Management
New York
– – -3,810 Closed
SFG
355
Synergy Financial Group
California
– – -3,593 Closed
Brown Advisory
356
Brown Advisory
Maryland
– – -3,505 Closed
KAS
357
Kestra Advisory Services
Texas
– – -3,414 Closed
Commonwealth Equity Services
358
Commonwealth Equity Services
Massachusetts
– – -3,291 Closed
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
– – -3,064 Closed
GLLW
360
Graves Light Lenhart Wealth
Virginia
– – -1,309 Closed
Koshinski Asset Management
361
Koshinski Asset Management
Illinois
– – -988 Closed
CG
362
Cutler Group
California
– – -922 Closed
KBC Group
363
KBC Group
Belgium
– – -914 Closed
CMF
364
Counterpoint Mutual Funds
California
– – -344 Closed
GAM
365
Gemmer Asset Management
California
– – -310 Closed
MA
366
MUFG Americas
New York
– – -137 Closed
LTI
367
Laffer Tengler Investments
Tennessee
– – -59 Closed
PFBT
368
Parkside Financial Bank & Trust
Missouri
– – -58 Closed
T
369
TCWP
Ohio
– – -34 Closed
SSG
370
Summit Securities Group
New York
– – -30 Closed
FMP
371
Financial Management Professionals
Texas
– – -12 Closed
AssetMark Inc
372
AssetMark Inc
California
– – -11 Closed
CI
373
Cordant Inc
Oregon
– – -6 Closed
GWS
374
Glassman Wealth Services
Virginia
– – -4 Closed
CFGS
375
Concourse Financial Group Securities
Alabama
– – – –
12 13 14
15
16