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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
MYAM
351
Meiji Yasuda Asset Management
Japan
$306K 2,741 +2,741 New
AWAU
352
Alliance Wealth Advisors (Utah)
Utah
$305K 2,731 -3,032 -53%
MA
353
MJP Associates
Connecticut
$300K 2,687 +2,687 New
SFG
354
Synergy Financial Group
California
$299K 2,678 -323 -11%
GM
355
GeoWealth Management
Illinois
$285K 2,555 +1,689 +195%
CA
356
Crewe Advisors
Utah
$285K 2,548 -88 -3%
PP
357
Prudential plc
United Kingdom
$280K 2,510 +2,510 New
ASN
358
Advisory Services Network
Georgia
$269K 2,411 -1,010 -30%
JIC
359
Joel Isaacson & Co
New York
$267K 2,388 +2,388 New
Los Angeles Capital Management
360
Los Angeles Capital Management
California
$266K 2,381 +2,381 New
QCG
361
Quadrant Capital Group
Ohio
$266K 2,378 +157 +7%
EDRH
362
Edmond de Rothschild Holding
Switzerland
$264K 2,366 – –
BCWM
363
Bartlett & Co Wealth Management
Ohio
$264K 2,360 – –
KeyBank National Association
364
KeyBank National Association
Ohio
$262K 2,342 +2,342 New
Cambridge Investment Research Advisors
365
Cambridge Investment Research Advisors
Iowa
$260K 2,326 +2,326 New
Cerity Partners
366
Cerity Partners
New York
$260K 2,325 +2,325 New
SSA
367
Schonfeld Strategic Advisors
New York
$257K 2,300 +2,300 New
LAM
368
Lifestyle Asset Management
Texas
$248K 2,223 +2,223 New
SRL
369
Scientech Research LLC
New Jersey
$247K 2,209 -995 -31%
TWM
370
Thrive Wealth Management
Pennsylvania
$246K 2,201 +2,201 New
ACH
371
ArrowMark Colorado Holdings
Colorado
$246K 2,200 +2,200 New
PAM
372
Panagora Asset Management
Massachusetts
$246K 2,200 +2,200 New
AC
373
ASB Consultores
Florida
$245K 2,190 +2,190 New
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$240K 2,144 -703 -25%
AAS
375
Avantax Advisory Services
Texas
$236K 2,115 +2,115 New
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15
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