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Interactive Brokers
IBKR

431 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

14% more capital invested

Capital invested by funds: $6.66B → $7.58B (+$923M)

7% more funds holding

Funds holding: 402 → 431 (+29)

1.86% less ownership

Funds ownership: 358.7% → 356.84% (-1.9%)

15% less call options, than puts

Call options by funds: $69.4M | Put options by funds: $81.8M

Holders
431
Holders Change
+29
Holders Change %
+7.21%
% of All Funds
6.87%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
79
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
Orbis Allan Gray
Bermuda
+$238M
2
CI
Cooper Investors
Australia
+$43.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$38.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.5M
5
CCM
Cantillon Capital Management
New York
+$31.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$101M
2
Select Equity Group
Select Equity Group
New York
-$83M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
-$78.3M
4
GWM
Greenwich Wealth Management
Connecticut
-$48.9M
5
BCM
Bares Capital Management
Texas
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
401
Harbour Investments
Wisconsin
$3.96K – – –
CT
402
Colonial Trust
South Carolina
$3.81K – – –
CA
403
Clearstead Advisors
Ohio
$3.8K +$3.75K +184 New
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$3.22K – – –
TWC
405
TD Waterhouse Canada
Ontario, Canada
$2.93K -$81 -4 -3%
BAAM
406
Baker Avenue Asset Management
California
$2.89K – – –
EARNEST Partners
407
EARNEST Partners
Georgia
$2.72K – – –
SS
408
Sunbelt Securities
Texas
$2.27K +$2.28K +112 New
GI
409
Gradient Investments
Minnesota
$2.23K +$2.2K +108 New
CMP
410
Coston McIsaac & Partners
Maine
$2K +$2.44K +120 New
AF
411
Advisornet Financial
Minnesota
$1.82K +$81 +4 +5%
JWA
412
JFS Wealth Advisors
Pennsylvania
$1.69K -$81 -4 -5%
GRP
413
Global Retirement Partners
California
$1.38K +$1.55K +76 New
BIA
414
Bell Investment Advisors
California
$1.32K – – –
TFA
415
Toth Financial Advisory
Virginia
$1.24K – – –
BWM
416
BerganKDV Wealth Management
Minnesota
$1.08K – – –
CAL
417
Capital Advisors Ltd
Ohio
$1K -$163 -8 -22%
AW
418
Avion Wealth
Texas
$1K – – –
FMP
419
Financial Management Professionals
Texas
$1K +$244 +12 +60%
SC
420
Schubert & Co
Texas
$826 – – –
IA
421
IFP Advisors
Florida
$785 -$46.9K -2,304 -98%
AAS
422
Ameritas Advisory Services
Nebraska
$660 +$651 +32 New
PWMG
423
Prestige Wealth Management Group
New Jersey
$496 -$1.3K -64 -73%
HI
424
Horizon Investments
North Carolina
$495 +$488 +24 New
SIC
425
SJS Investment Consulting
Ohio
$413 -$163 -8 -29%
15 16
17
18 19

IBKR Hedge Fund Activity: Q1 2023 in Review

431 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2023, worth a combined $7.58B — up 14% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IBKR positions and 44 closed out — a net gain of 35 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $238M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 431 institutional investors held Interactive Brokers (IBKR) as of Q1 2023, up from 402 in Q4 2022.
  • Funds reported $7.58B of Interactive Brokers stock for Q1 2023, up 14% quarter-over-quarter.
  • 79 funds opened new Interactive Brokers positions in Q1 2023 and 44 closed out, a net change of +35 holders.
  • The largest Interactive Brokers buyer in Q1 2023 was Orbis Allan Gray, an estimated $238M added.
  • The largest Interactive Brokers seller in Q1 2023 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.