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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 %
BEI
376
Benjamin Edwards Inc
Missouri
$409K +$339K +9,728 +487%
FIM
377
Freedom Investment Management
Connecticut
$409K +$3.76K +108 +0.9%
EWA
378
EverSource Wealth Advisors
Alabama
$405K +$5.02K +144 +1%
Fayez Sarofim & Co
379
Fayez Sarofim & Co
Texas
$403K +$403K +11,572 New
GC
380
Guggenheim Capital
Illinois
$398K -$757K -21,728 -66%
AA
381
ALPS Advisors
Colorado
$386K -$61.6K -1,768 -14%
QCG
382
Quadrant Capital Group
Ohio
$385K -$27.3K -784 -7%
PCIA
383
Prime Capital Investment Advisors
Kansas
$383K +$13.5K +388 +4%
AC
384
AXQ Capital
New Jersey
$383K +$383K +10,984 New
FTDI
385
First Trust Direct Indexing
Massachusetts
$377K +$4.18K +120 +1%
MYAM
386
Meiji Yasuda Asset Management
Japan
$373K -$2.79K -80 -0.7%
SFG
387
Synergy Financial Group
California
$373K – – –
PAG
388
Private Advisor Group
New Jersey
$358K -$65.8K -1,888 -16%
CA
389
Crewe Advisors
Utah
$355K – – –
LAM
390
Lifestyle Asset Management
Texas
$350K -$2.37K -68 -0.7%
TRCT
391
Tower Research Capital (TRC)
New York
$349K -$536K -15,388 -61%
AWM
392
Axxcess Wealth Management
California
$349K -$4.32K -124 -1%
AQR Capital Management
393
AQR Capital Management
Connecticut
$343K +$58.4K +1,676 +21%
IA
394
IFP Advisors
Florida
$334K +$240K +6,876 +253%
JIC
395
Joel Isaacson & Co
New York
$334K +$697 +20 +0.2%
EDRH
396
Edmond de Rothschild Holding
Switzerland
$330K – – –
KLCM
397
KG&L Capital Management
Louisiana
$330K +$330K +9,460 New
BCWM
398
Bartlett & Co Wealth Management
Ohio
$329K – – –
GM
399
GeoWealth Management
Illinois
$326K -$76.2K -2,188 -19%
CIA
400
Concurrent Investment Advisors
Florida
$325K -$16.4K -472 -5%
14 15
16
17 18