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Interactive Brokers

548 hedge funds and large institutions have $11.4B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

49% more call options, than puts

Call options by funds: $177M | Put options by funds: $119M

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 496548 (+52)

8% more capital invested

Capital invested by funds: $10.6B → $11.4B (+$872M)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 182

4.95% less ownership

Funds ownership: 353.62%348.66% (-5%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.91%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
101
Increased
197
Reduced
182
Closed
43
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
$408K +$366K +12,260 +1,170%
RWM
352
Revisor Wealth Management
Ohio
$406K -$299K -10,032 -43%
FHB
353
First Hawaiian Bank
Hawaii
$398K -$19.6K -656 -5%
AA
354
ALPS Advisors
Colorado
$394K -$2.15K -72 -0.6%
FFG
355
Fiduciary Financial Group
California
$392K +$378K +12,668 New
BAM
356
Boyar Asset Management
New York
$387K
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$374K +$17.4K +584 +5%
PAG
358
Private Advisor Group
New Jersey
$373K +$24.1K +808 +7%
PA
359
Profund Advisors
Maryland
$364K -$94.9K -3,180 -21%
QCG
360
Quadrant Capital Group
Ohio
$363K +$69.7K +2,336 +25%
FB
361
Fulton Bank
Pennsylvania
$360K +$102K +3,412 +41%
FIM
362
Freedom Investment Management
Connecticut
$356K -$88.7K -2,972 -20%
GM
363
GeoWealth Management
Illinois
$354K +$39.6K +1,328 +13%
MA
364
MJP Associates
Connecticut
$353K +$22.4K +752 +7%
NRD
365
Nebula Research & Development
New York
$351K +$341K +11,440 New
GI
366
GAMCO Investors
Connecticut
$349K
WA
367
Wealth Alliance
New York
$349K -$45.8K -1,536 -12%
EWA
368
EverSource Wealth Advisors
Alabama
$342K -$23.3K -780 -6%
AAM
369
Advisors Asset Management
Colorado
$342K +$127K +4,268 +62%
LSA
370
Leonteq Securities AG
Switzerland
$340K +$33.3K +1,116 +11%
HH
371
Hilltop Holdings
Texas
$336K +$328K +10,976 New
SCA
372
Snowden Capital Advisors
New York
$336K -$21.6K -724 -6%
MYAM
373
Meiji Yasuda Asset Management
Japan
$331K -$5.13K -172 -2%
SFG
374
Synergy Financial Group
California
$328K
FTDI
375
First Trust Direct Indexing
Massachusetts
$328K +$319K +10,688 New