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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
351
SteelPeak Wealth
California
$410K +$410K +13,364 New
VWM
352
Venturi Wealth Management
Texas
$408K +$376K +12,260 +1,170%
RWM
353
Revisor Wealth Management
Ohio
$406K -$307K -10,032 -43%
FHB
354
First Hawaiian Bank
Hawaii
$398K -$20.1K -656 -5%
AA
355
ALPS Advisors
Colorado
$394K -$2.21K -72 -0.6%
FFG
356
Fiduciary Financial Group
California
$392K +$392K +12,668 New
BAM
357
Boyar Asset Management
New York
$387K – – –
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$374K +$17.9K +584 +5%
PAG
359
Private Advisor Group
New Jersey
$373K +$24.8K +808 +7%
PA
360
Profund Advisors
Maryland
$364K -$97.5K -3,180 -21%
QCG
361
Quadrant Capital Group
Ohio
$363K +$71.6K +2,336 +25%
FB
362
Fulton Bank
Pennsylvania
$360K +$105K +3,412 +41%
FIM
363
Freedom Investment Management
Connecticut
$356K -$91.1K -2,972 -20%
GM
364
GeoWealth Management
Illinois
$354K +$40.7K +1,328 +13%
MA
365
MJP Associates
Connecticut
$353K +$23.1K +752 +7%
NRD
366
Nebula Research & Development
New York
$351K +$351K +11,440 New
GI
367
GAMCO Investors
Connecticut
$349K – – –
WA
368
Wealth Alliance
New York
$349K -$47.1K -1,536 -12%
EWA
369
EverSource Wealth Advisors
Alabama
$342K -$23.3K -780 -6%
AAM
370
Advisors Asset Management
Colorado
$342K +$131K +4,268 +62%
HH
371
Hilltop Holdings
Texas
$336K +$336K +10,976 New
SCA
372
Snowden Capital Advisors
New York
$336K -$22.2K -724 -6%
MYAM
373
Meiji Yasuda Asset Management
Japan
$331K -$5.27K -172 -2%
SFG
374
Synergy Financial Group
California
$328K – – –
FTDI
375
First Trust Direct Indexing
Massachusetts
$328K +$328K +10,688 New
13 14
15
16 17