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Interactive Brokers

423 hedge funds and large institutions have $7.61B invested in Interactive Brokers in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 61 closing their positions.

Holders
423
Holders Change
-7
Holders Change %
-1.63%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
56
Increased
146
Reduced
154
Closed
61
Calls
$38.9M
Puts
$52.3M
Net Calls
-$13.3M
Net Calls Change
-$1.04M
Name Market Value Shares Shares
Change
Shares
Change %
HWM
401
HighMark Wealth Management
Minnesota
$2.61K 35 +35 New
CSC
402
Caldwell Sutter Capital
California
$2.49K 30 +30 New
SS
403
Sunbelt Securities
Texas
$2.33K 28
CCP
404
Carmel Capital Partners
California
$2.08K 25 +25 New
CA
405
Clearstead Advisors
Ohio
$1.91K 23 -23 -50%
JWA
406
JFS Wealth Advisors
Pennsylvania
$1.7K 20
BIA
407
Bell Investment Advisors
California
$1.33K 16
TFA
408
Toth Financial Advisory
Virginia
$1.25K 15
AF
409
Advisornet Financial
Minnesota
$1.25K 15 -7 -32%
AW
410
Avion Wealth
Texas
$1K 19
FMP
411
Financial Management Professionals
Texas
$1K 8
CAL
412
Capital Advisors Ltd
Ohio
$1K 7
VF
413
VitalStone Financial
Texas
$1K 17 +17 New
TWC
414
TD Waterhouse Canada
Ontario, Canada
$831 10 -19 -66%
PWMG
415
Prestige Wealth Management Group
New Jersey
$499 6
AWM
416
Abound Wealth Management
Tennessee
$416 5 +5 New
HCP
417
Hexagon Capital Partners
Arkansas
$415 5 +5 New
SIC
418
SJS Investment Consulting
Ohio
$333 4 -1 -20%
DI
419
Disciplined Investments
Oklahoma
$332 4
FFA
420
Farther Finance Advisors
California
$249 3
GWS
421
Glassman Wealth Services
Virginia
$166 2
Comerica Bank
422
Comerica Bank
Texas
$8 47,087 +47,087 New
S2L
423
Sparta 24 Ltd
Israel
-171,554 Closed
Alyeska Investment Group
424
Alyeska Investment Group
Illinois
-149,504 Closed
LIP
425
Liontrust Investment Partners
United Kingdom
-88,559 Closed