IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

402 hedge funds and large institutions have $6.66B invested in Interactive Brokers in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 32 closing their positions.

Holders
402
Holders Change
+63
Holders Change %
+18.58%
% of All Funds
6.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
99
Increased
146
Reduced
114
Closed
32
Calls
$53.5M
Puts
$63.5M
Net Calls
-$10.1M
Net Calls Change
-$15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
Fidelity International
2
Fidelity International
Bermuda
$79.9M
3
SC
3
Samlyn Capital
New York
$66.7M
4
JCM
4
Junto Capital Management
New York
$60.4M
5
CCM
5
Cantillon Capital Management
New York
$233M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$228M
2
GWM
2
Greenwich Wealth Management
Connecticut
$255M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$147M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
376
Beaird Harris Wealth Management
Texas
$2.68K 37 +37 New
TWC
377
TD Waterhouse Canada
Ontario, Canada
$2.64K 30 -3 -9%
BAAM
378
Baker Avenue Asset Management
California
$2.53K 35 +35 New
EARNEST Partners
379
EARNEST Partners
Georgia
$2.39K 33 – –
AWM
380
Accurate Wealth Management
Florida
$2.28K 30 +30 New
PWMG
381
Prestige Wealth Management Group
New Jersey
$1.59K 22 +16 +267%
JWA
382
JFS Wealth Advisors
Pennsylvania
$1.55K 21 -508 -96%
AF
383
Advisornet Financial
Minnesota
$1.52K 21 +6 +40%
RBC
384
Romano Brothers & Co
Illinois
$1.23K 17 +17 New
BIA
385
Bell Investment Advisors
California
$1.16K 16 +7 +78%
TFA
386
Toth Financial Advisory
Virginia
$1.09K 15 – –
CAL
387
Capital Advisors Ltd
Ohio
$1K 9 -14 -61%
AW
388
Avion Wealth
Texas
$1K 19 – –
APF
389
Alaska Permanent Fund
Alaska
$1K 10 +10 New
BWM
390
BerganKDV Wealth Management
Minnesota
$944 13 – –
TCWA
391
Ten Capital Wealth Advisors
Washington
$868 12 +12 New
SC
392
Schubert & Co
Texas
$724 10 -3 -23%
SIC
393
SJS Investment Consulting
Ohio
$506 7 +4 +133%
SWA
394
Sutton Wealth Advisors
Florida
$434 6 +2 +50%
HNB
395
Huntington National Bank
Ohio
$434 6 +6 New
DI
396
Disciplined Investments
Oklahoma
$362 5 -1 -17%
VCM
397
Versant Capital Management
Arizona
$362 5 – –
FFA
398
Farther Finance Advisors
California
$217 3 +3 New
GWS
399
Glassman Wealth Services
Virginia
$145 2 +2 New
TWA
400
TCI Wealth Advisors
Arizona
$72 1 -1 -50%
14 15
16
17 18