IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
351
CVA Family Office
Colorado
$74.7K 905 – –
CMBA
352
C.M. Bidwell & Associates
Hawaii
$73.5K 890 +890 New
BEI
353
Benjamin Edwards Inc
Missouri
$73K 879 +434 +98%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$69K 836 +76 +10%
QC
355
Quent Capital
New York
$58.9K 720 +1 +0.1%
S
356
SignatureFD
Georgia
$58K 702 +43 +7%
LTI
357
Laffer Tengler Investments
Tennessee
$57.1K 692 +20 +3%
Asset Management One
358
Asset Management One
Japan
$55.8K 676 -151 -18%
Toronto Dominion Bank
359
Toronto Dominion Bank
Ontario, Canada
$52K 630 -125 -17%
SPIA
360
Steward Partners Investment Advisory
New York
$49.7K 602 – –
DFCM
361
Dark Forest Capital Management
Puerto Rico
$49.1K 595 +595 New
BAM
362
Belpointe Asset Management
Nevada
$47.8K 579 +227 +64%
WTC
363
WhitTier Trust Company
Nevada
$47.3K 573 +179 +45%
FCA
364
FinTrust Capital Advisors
South Carolina
$43.4K 600 – –
LC
365
Lindbrook Capital
California
$42.6K 516 – –
ACA
366
Atlas Capital Advisors
Wyoming
$40.5K 490 +490 New
CFGS
367
Concourse Financial Group Securities
Alabama
$34.6K 419 +380 +974%
Point72 Asset Management
368
Point72 Asset Management
Connecticut
$32.7K 396 -357,004 -100%
WBC
369
Westpac Banking Corp
Australia
$31.4K 380 – –
BCV
370
Banque Cantonale Vaudoise
Switzerland
$31K 370 +370 New
PFP
371
Pinnacle Financial Partners
Tennessee
$30.5K 370 – –
BFEC
372
Benjamin F. Edwards & Company
Missouri
$29K 352 – –
AAP
373
Arax Advisory Partners
Colorado
$27.7K 335 -42 -11%
VWM
374
Venturi Wealth Management
Texas
$26K 315 +315 New
PCM
375
Penserra Capital Management
California
$26K 323 +3 +0.9%
13 14
15
16 17