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Interactive Brokers
IBKR

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 24 → 30 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586 → 709 (+123)

2.49% more ownership

Funds ownership: 341.27% → 343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$249M
2
Bank of America
Bank of America
North Carolina
+$188M
3
BlackRock
BlackRock
New York
+$128M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$86.5M
5
FFM
Fullerton Fund Management
Singapore
+$65.8M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$258M
2
OAG
Orbis Allan Gray
Bermuda
-$205M
3
Marshall Wace
Marshall Wace
United Kingdom
-$148M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$139M
5
ABI
Abrams Bison Investments
Maryland
-$56.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
351
MBM Wealth Consultants
Missouri
$960K +$5.73K +136 +0.7%
PP
352
Prudential plc
United Kingdom
$959K +$561K +13,320 +159%
KAS
353
Kestra Advisory Services
Texas
$953K +$124K +2,944 +16%
HFM
354
Harvest Fund Management
China
$942K +$633K +15,036 +234%
BC
355
Bridgefront Capital
Texas
$938K +$894K +21,228 New
EA
356
Everpar Advisors
Oklahoma
$935K +$32.3K +768 +4%
ICP
357
Impact Capital Partners
Colorado
$935K +$891K +21,160 New
TC
358
TownSquare Capital
Utah
$922K -$40.1K -952 -4%
PIM
359
Pullen Investment Management
Florida
$918K -$65K -1,544 -7%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$916K -$302K -7,164 -26%
VT
361
Vise Technologies
New York
$911K +$869K +20,636 New
Vontobel Holding
362
Vontobel Holding
Switzerland
$908K -$920K -21,844 -52%
YIH
363
Y-Intercept (HK)
Hong Kong
$904K +$862K +20,472 New
ProShare Advisors
364
ProShare Advisors
Maryland
$900K +$58.9K +1,400 +7%
GCP
365
GSA Capital Partners
United Kingdom
$899K -$921K -21,884 -52%
SG Americas Securities
366
SG Americas Securities
New York
$894K -$321K -7,616 -27%
AO
367
Advisor OS
Illinois
$893K -$433K -10,296 -34%
GI
368
GAMCO Investors
Connecticut
$892K -$101K -2,400 -11%
ONB
369
Old National Bancorp
Indiana
$879K +$31.2K +740 +4%
Mackenzie Financial
370
Mackenzie Financial
Ontario, Canada
$874K +$833K +19,792 New
CAM
371
Cresset Asset Management
Illinois
$870K -$354K -8,412 -30%
FAM
372
Formidable Asset Management
Ohio
$843K -$122K -2,904 -13%
AAM
373
Advisors Asset Management
Colorado
$826K +$156K +3,716 +25%
Tudor Investment Corp
374
Tudor Investment Corp
Connecticut
$825K +$787K +18,688 New
VF
375
Virtu Financial
New York
$814K +$776K +18,436 New
13 14
15
16 17

IBKR Hedge Fund Activity: Q4 2024 in Review

709 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q4 2024, worth a combined $16.9B — up 31% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IBKR positions and 38 closed out — a net gain of 130 holders — while 229 added to existing stakes and 238 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $249M. The largest seller was Egerton Capital (UK), cutting an estimated $258M.

  • 709 institutional investors held Interactive Brokers (IBKR) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $16.9B of Interactive Brokers stock for Q4 2024, up 31% quarter-over-quarter.
  • 168 funds opened new Interactive Brokers positions in Q4 2024 and 38 closed out, a net change of +130 holders.
  • The largest Interactive Brokers buyer in Q4 2024 was Wellington Management Group, an estimated $249M added.
  • The largest Interactive Brokers seller in Q4 2024 was Egerton Capital (UK), an estimated $258M sold.

Based on aggregated 13F filings for Q4 2024.