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Interactive Brokers
IBKR

Overview Fund Activity

581 hedge funds and large institutions have $12.7B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 232 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+35
Holders Change %
+6.41%
% of All Funds
8.41%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
93
Increased
232
Reduced
183
Closed
54
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$83.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B
3
BlackRock
3
BlackRock
New York
$1.33B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$471M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8M

Top Sellers

1
BCM
1
Bares Capital Management
Texas
$156M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$194M
3
Millennium Management
3
Millennium Management
New York
$81M
4
OAG
4
Orbis Allan Gray
Bermuda
$906M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
351
Versor Investments
New York
$474K +$474K +13,616 New
NWWA
352
New Wave Wealth Advisors
Arkansas
$472K +$472K +13,548 New
HOWA
353
Heritage Oak Wealth Advisors
Florida
$472K +$472K +13,548 New
SIM
354
Studio Investment Management
Illinois
$468K -$5.71K -164 -1%
PCM
355
Penserra Capital Management
California
$468K -$1.53M -44,052 -77%
PI
356
PFG Investments
New York
$464K +$464K +13,332 New
MWPCG
357
Measured Wealth Private Client Group
New Hampshire
$464K -$54.5K -1,564 -11%
FHB
358
First Hawaiian Bank
Hawaii
$453K – – –
SA
359
SpiderRock Advisors
Delaware
$450K -$322K -9,236 -42%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$448K +$79.4K +2,280 +22%
NA
361
Navellier & Associates
Nevada
$447K -$138K -3,956 -24%
BAM
362
Boyar Asset Management
New York
$443K +$2.51K +72 +0.6%
QCM
363
Quantinno Capital Management
New York
$441K +$199K +5,720 +82%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$441K +$15.3K +440 +4%
EI
365
Ethic Inc
New York
$439K -$182K -6,532 -29%
FB
366
Fulton Bank
Pennsylvania
$436K +$27.2K +780 +7%
WA
367
Wealth Alliance
New York
$435K +$37.8K +1,084 +10%
HAG
368
HighPoint Advisor Group
Illinois
$428K -$247K -6,428 -37%
FSG
369
Financial Strategies Group
Michigan
$428K +$53.7K +1,420 +14%
Cerity Partners
370
Cerity Partners
New York
$425K +$160K +4,584 +60%
EC
371
EntryPoint Capital
New York
$425K +$243K +6,968 +133%
Los Angeles Capital Management
372
Los Angeles Capital Management
California
$424K +$92K +2,640 +28%
DACS
373
Dymon Asia Capital (Singapore)
Singapore
$418K +$418K +12,000 New
PA
374
Profund Advisors
Maryland
$416K +$1.53K +44 +0.4%
BBA
375
Baader Bank Aktiengesellschaft
Germany
$415K -$2.33M -67,132 -85%
13 14
15
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