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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
376
Aigen Investment Management
New York
$326K 2,659 +2,659 New
PCIA
377
Prime Capital Investment Advisors
Kansas
$325K 2,649 +2,649 New
Rafferty Asset Management
378
Rafferty Asset Management
New York
$324K 2,643 +2,643 New
CA
379
Crewe Advisors
Utah
$312K 2,548 – –
AWM
380
Axxcess Wealth Management
California
$311K 2,536 -216 -8%
FSG
381
Financial Strategies Group
Michigan
$310K 2,475 +2,475 New
LAM
382
Lifestyle Asset Management
Texas
$310K 2,528 +305 +14%
XT
383
XTX Topco
Cayman Islands
$309K 2,517 -1,531 -38%
CIA
384
Concurrent Investment Advisors
Florida
$300K 2,450 -4,842 -66%
SPA
385
Sherbrooke Park Advisers
New York
$295K 2,405 +2,405 New
JIC
386
Joel Isaacson & Co
New York
$293K 2,393 +5 +0.2%
Los Angeles Capital Management
387
Los Angeles Capital Management
California
$292K 2,381 – –
EDRH
388
Edmond de Rothschild Holding
Switzerland
$290K 2,366 – –
BCWM
389
Bartlett & Co Wealth Management
Ohio
$289K 2,360 – –
KeyBank National Association
390
KeyBank National Association
Ohio
$287K 2,342 – –
TWM
391
Thrive Wealth Management
Pennsylvania
$286K 2,333 +132 +6%
PP
392
Prudential plc
United Kingdom
$283K 2,310 -200 -8%
FRM
393
Fox Run Management
Connecticut
$279K 2,272 +2,272 New
CA
394
Clearstead Advisors
Ohio
$275K 2,240 +2,217 +9,639%
DFCM
395
Dark Forest Capital Management
Puerto Rico
$273K 2,227 +2,227 New
ACH
396
ArrowMark Colorado Holdings
Colorado
$270K 2,200 – –
Koshinski Asset Management
397
Koshinski Asset Management
Illinois
$265K 2,113 -1,196 -36%
PTC
398
Petrus Trust Company
Texas
$264K 2,157 +2,157 New
Fifth Third Bancorp
399
Fifth Third Bancorp
Ohio
$263K 2,149 +5 +0.2%
AQR Capital Management
400
AQR Capital Management
Connecticut
$250K 2,043 +2,043 New
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16
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