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Interactive Brokers
IBKR

496 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, 162 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

35% more capital invested

Capital invested by funds: $7.81B → $10.6B (+$2.77B)

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

9% more funds holding

Funds holding: 456 → 496 (+40)

1.65% more ownership

Funds ownership: 351.96% → 353.62% (+1.7%)

3% less call options, than puts

Call options by funds: $116M | Put options by funds: $119M

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
7.14%
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
162
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$281M
2
JP Morgan Chase
JP Morgan Chase
New York
+$231M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$146M
4
JCM
Junto Capital Management
New York
+$47.5M
5
AM
AGF Management
Ontario, Canada
+$42.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$117M
2
Marshall Wace
Marshall Wace
United Kingdom
-$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$103M
4
Goldman Sachs
Goldman Sachs
New York
-$73M
5
OAG
Orbis Allan Gray
Bermuda
-$63.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
351
Meiji Yasuda Asset Management
Japan
$306K +$273K +10,964 New
AWAU
352
Alliance Wealth Advisors (Utah)
Utah
$305K -$302K -12,128 -53%
MA
353
MJP Associates
Connecticut
$300K +$268K +10,748 New
SFG
354
Synergy Financial Group
California
$299K -$32.2K -1,292 -11%
GM
355
GeoWealth Management
Illinois
$285K +$168K +6,756 +195%
CA
356
Crewe Advisors
Utah
$285K -$8.77K -352 -3%
PP
357
Prudential plc
United Kingdom
$280K +$250K +10,040 New
LSA
358
Leonteq Securities AG
Switzerland
$279K +$248K +9,940 +20,708%
ASN
359
Advisory Services Network
Georgia
$269K -$101K -4,040 -30%
JIC
360
Joel Isaacson & Co
New York
$267K +$238K +9,552 New
Los Angeles Capital Management
361
Los Angeles Capital Management
California
$266K +$237K +9,524 New
QCG
362
Quadrant Capital Group
Ohio
$266K +$15.6K +628 +7%
EDRH
363
Edmond de Rothschild Holding
Switzerland
$264K – – –
BCWM
364
Bartlett & Co Wealth Management
Ohio
$264K – – –
KeyBank National Association
365
KeyBank National Association
Ohio
$262K +$233K +9,368 New
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$260K +$232K +9,304 New
Cerity Partners
367
Cerity Partners
New York
$260K +$232K +9,300 New
SSA
368
Schonfeld Strategic Advisors
New York
$257K +$229K +9,200 New
LAM
369
Lifestyle Asset Management
Texas
$248K +$221K +8,892 New
SRL
370
Scientech Research LLC
New Jersey
$247K -$99.1K -3,980 -31%
TWM
371
Thrive Wealth Management
Pennsylvania
$246K +$219K +8,804 New
ACH
372
ArrowMark Colorado Holdings
Colorado
$246K +$219K +8,800 New
PAM
373
Panagora Asset Management
Massachusetts
$246K +$219K +8,800 New
AC
374
ASB Consultores
Florida
$245K +$218K +8,760 New
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$240K -$70K -2,812 -25%
13 14
15
16 17

IBKR Hedge Fund Activity: Q1 2024 in Review

496 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2024, worth a combined $10.6B — up 35% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IBKR positions and 48 closed out — a net gain of 43 holders — while 162 added to existing stakes and 173 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $281M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $117M.

  • 496 institutional investors held Interactive Brokers (IBKR) as of Q1 2024, up from 456 in Q4 2023.
  • Funds reported $10.6B of Interactive Brokers stock for Q1 2024, up 35% quarter-over-quarter.
  • 91 funds opened new Interactive Brokers positions in Q1 2024 and 48 closed out, a net change of +43 holders.
  • The largest Interactive Brokers buyer in Q1 2024 was Egerton Capital (UK), an estimated $281M added.
  • The largest Interactive Brokers seller in Q1 2024 was Kayne Anderson Rudnick Investment Management, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.