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Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
376
Raleigh Capital Management
North Carolina
$799K -$61.5K -1,460 -7%
TSW
377
Thompson Siegel & Walmsley
Virginia
$795K -$4.19M -99,600 -85%
HAG
378
HighPoint Advisor Group
Illinois
$795K +$135K +3,212 +29%
VWM
379
Venturi Wealth Management
Texas
$794K +$20.2K +480 +3%
FF
380
Friedenthal Financial
New Jersey
$775K +$739K +17,552 New
SCM
381
Shelton Capital Management
Colorado
$761K -$21.4K -508 -3%
DTL
382
Dynamic Technology Lab
Singapore
$760K +$15.7K +372 +2%
MWM
383
Maridea Wealth Management
New York
$747K +$712K +16,904 New
FRM
384
Fox Run Management
Connecticut
$742K -$527K -12,516 -43%
NA
385
Navellier & Associates
Nevada
$738K +$163K +3,880 +30%
SW
386
SteelPeak Wealth
California
$725K +$70.4K +1,672 +11%
PAM
387
Panagora Asset Management
Massachusetts
$724K -$58.9K -1,400 -8%
HWM
388
Hohimer Wealth Management
Washington
$711K +$3.03K +72 +0.4%
LAM
389
LECAP Asset Management
United Kingdom
$711K +$678K +16,100 New
FC
390
Farringdon Capital
United Kingdom
$681K +$649K +15,424 New
DIM
391
Delta Investment Management
California
$676K +$20.9K +496 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
392
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$670K +$638K +15,164 New
IAN
393
Integrated Advisors Network
Texas
$666K +$34.7K +824 +6%
VA
394
Vident Advisory
Georgia
$661K +$328K +7,792 +109%
IPW
395
Impact Partnership Wealth
Georgia
$646K -$130K -3,092 -17%
FTWA
396
Fifth Third Wealth Advisors
Ohio
$637K -$1.52K -36 -0.2%
RWPA
397
Richard W. Paul & Associates
Michigan
$635K -$31.3K -744 -5%
QCM
398
Quantinno Capital Management
New York
$634K +$71.4K +1,696 +13%
SI
399
Severin Investments
Missouri
$634K +$604K +14,352 New
CCA
400
Cottonwood Capital Advisors
Utah
$630K +$292K +6,928 +94%