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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+120
Holders Change %
+20.65%
% of All Funds
9.33%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$264M
2
Bank of America
2
Bank of America
North Carolina
$413M
3
BlackRock
3
BlackRock
New York
$1.83B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$90.7M
5
FFM
5
Fullerton Fund Management
Singapore
$69.1M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
2
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$45.5M
5
ABI
5
Abrams Bison Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
376
HighPoint Advisor Group
Illinois
$795K +$178K +3,212 +29%
VWM
377
Venturi Wealth Management
Texas
$794K +$21.2K +480 +3%
FF
378
Friedenthal Financial
New Jersey
$775K +$775K +17,552 New
SCM
379
Shelton Capital Management
Colorado
$761K -$22.4K -508 -3%
DTL
380
Dynamic Technology Lab
Singapore
$760K +$16.4K +372 +2%
MWM
381
Maridea Wealth Management
New York
$747K +$747K +16,904 New
FRM
382
Fox Run Management
Connecticut
$742K -$553K -12,516 -43%
NA
383
Navellier & Associates
Nevada
$738K +$171K +3,880 +30%
SW
384
SteelPeak Wealth
California
$725K +$73.8K +1,672 +11%
PAM
385
Panagora Asset Management
Massachusetts
$724K -$61.8K -1,400 -8%
HWM
386
Hohimer Wealth Management
Washington
$711K +$3.18K +72 +0.4%
LAM
387
LECAP Asset Management
United Kingdom
$711K +$711K +16,100 New
FC
388
Farringdon Capital
United Kingdom
$681K +$681K +15,424 New
DIM
389
Delta Investment Management
California
$676K +$21.9K +496 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
390
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$670K +$670K +15,164 New
IAN
391
Integrated Advisors Network
Texas
$666K +$36.4K +824 +6%
VA
392
Vident Advisory
Georgia
$661K +$344K +7,792 +109%
IPW
393
Impact Partnership Wealth
Georgia
$646K -$137K -3,092 -17%
FTWA
394
Fifth Third Wealth Advisors
Ohio
$637K -$1.59K -36 -0.2%
RWPA
395
Richard W. Paul & Associates
Michigan
$635K -$32.9K -744 -5%
QCM
396
Quantinno Capital Management
New York
$634K +$74.9K +1,696 +13%
CCA
397
Cottonwood Capital Advisors
Utah
$630K +$306K +6,928 +94%
Brown Advisory
398
Brown Advisory
Maryland
$628K -$224K -5,060 -26%
GAM
399
Griffin Asset Management
New York
$615K -$14.1K -320 -2%
RBI
400
Raiffeisen Bank International
Austria
$611K +$611K +13,664 New
14 15
16
17 18