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Interactive Brokers
IBKR

Overview Fund Activity

430 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

Holders
430
Holders Change
+28
Holders Change %
+6.97%
% of All Funds
6.88%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
78
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$591M
2
CI
2
Cooper Investors
Australia
$44.6M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$50.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.48M
2
Select Equity Group
2
Select Equity Group
New York
$176M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$0
4
GWM
4
Greenwich Wealth Management
Connecticut
$242M
5
BCM
5
Bares Capital Management
Texas
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
401
Colonial Trust
South Carolina
$3.81K 47 – –
CA
402
Clearstead Advisors
Ohio
$3.8K 46 +46 New
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$3.22K 39 – –
TWC
404
TD Waterhouse Canada
Ontario, Canada
$2.93K 29 -1 -3%
BAAM
405
Baker Avenue Asset Management
California
$2.89K 35 – –
EARNEST Partners
406
EARNEST Partners
Georgia
$2.72K 33 – –
SS
407
Sunbelt Securities
Texas
$2.27K 28 +28 New
GI
408
Gradient Investments
Minnesota
$2.23K 27 +27 New
CMP
409
Coston McIsaac & Partners
Maine
$2K 30 +30 New
AF
410
Advisornet Financial
Minnesota
$1.82K 22 +1 +5%
JWA
411
JFS Wealth Advisors
Pennsylvania
$1.69K 20 -1 -5%
GRP
412
Global Retirement Partners
California
$1.38K 19 +19 New
BIA
413
Bell Investment Advisors
California
$1.32K 16 – –
TFA
414
Toth Financial Advisory
Virginia
$1.24K 15 – –
BWM
415
BerganKDV Wealth Management
Minnesota
$1.08K 13 – –
CAL
416
Capital Advisors Ltd
Ohio
$1K 7 -2 -22%
AW
417
Avion Wealth
Texas
$1K 19 – –
FMP
418
Financial Management Professionals
Texas
$1K 8 +3 +60%
SC
419
Schubert & Co
Texas
$826 10 – –
IA
420
IFP Advisors
Florida
$785 11 -576 -98%
AAS
421
Ameritas Advisory Services
Nebraska
$660 8 +8 New
PWMG
422
Prestige Wealth Management Group
New Jersey
$496 6 -16 -73%
HI
423
Horizon Investments
North Carolina
$495 6 +6 New
SIC
424
SJS Investment Consulting
Ohio
$413 5 -2 -29%
Commonwealth Equity Services
425
Commonwealth Equity Services
Massachusetts
$356 4,315 -1,110 -20%
15 16
17
18 19