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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
FB
376
Fulton Bank
Pennsylvania
$232K 2,081 +2,081 New
ATPW
377
Ashton Thomas Private Wealth
Arizona
$231K 2,072 +2,072 New
1WA
378
180 Wealth Advisors
Washington
$224K 2,009 +2,009 New
CSI
379
Cross Staff Investments
New York
$223K 2,000 +2,000 New
WAG
380
Wallace Advisory Group
California
$223K 2,693 +217 +9%
IWM
381
IHT Wealth Management
Illinois
$214K 1,919 +1,919 New
AAM
382
Aureus Asset Management
Massachusetts
$213K 1,907 +1,907 New
BFM
383
Boston Financial Management
Massachusetts
$207K 1,855 +1,855 New
JSL
384
JT Stratford LLC
Georgia
$202K 1,808 +1,808 New
APP
385
Avantax Planning Partners
Iowa
$202K 1,806 +1,806 New
VA
386
Vident Advisory
Georgia
$201K 1,801 +1,801 New
AAM
387
Advisors Asset Management
Colorado
$192K 1,720 +1,477 +608%
AF
388
Allworth Financial
California
$157K 1,401 -9 -0.6%
Macquarie Group
389
Macquarie Group
Australia
$151K 1,350 – –
NA
390
NewEdge Advisors
Louisiana
$132K 1,182 -113 -9%
EBA
391
Eagle Bay Advisors
New York
$131K 1,173 -270 -19%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$124K 1,112 +2 +0.2%
WPWM
393
Western Pacific Wealth Management
Illinois
$123K 1,100 – –
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$118K 1,060 +252 +31%
AssetMark Inc
395
AssetMark Inc
California
$118K 1,055 -144 -12%
S
396
SignatureFD
Georgia
$107K 956 +23 +2%
CFO
397
CVA Family Office
Colorado
$101K 905 – –
BHWM
398
Bay Harbor Wealth Management
Maryland
$100K 898 -22 -2%
GIA
399
GHP Investment Advisors
Colorado
$99.1K 887 – –
T
400
TOBAM
France
$93K 834 +834 New
14 15
16
17 18