IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

434 hedge funds and large institutions have $8.08B invested in Interactive Brokers in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 151 increasing their positions, 149 reducing their positions, and 52 closing their positions.

Holders
434
Holders Change
+11
Holders Change %
+2.6%
% of All Funds
6.92%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
67
Increased
151
Reduced
149
Closed
52
Calls
$79.9M
Puts
$40.2M
Net Calls
+$39.7M
Net Calls Change
+$53M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$154M
2
Fidelity International
2
Fidelity International
Bermuda
$141M
3
CI
3
Cooper Investors
Australia
$48.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$68M
5
Millennium Management
5
Millennium Management
New York
$36.7M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$552M
2
Select Equity Group
2
Select Equity Group
New York
$151M
3
BA
3
Bridgewater Associates
Connecticut
$3.29M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
401
Harbour Investments
Wisconsin
$4.5K 52 +4 +8%
HWM
402
HighMark Wealth Management
Minnesota
$4.36K 50 +15 +43%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$4.24K 49 – –
CA
404
Clearstead Advisors
Ohio
$3.98K 46 +23 +100%
TJHA
405
Thomas J. Herzfeld Advisors
Florida
$3.81K 44 -18 -29%
HNB
406
Huntington National Bank
Ohio
$3.72K 43 – –
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$3.38K 39 – –
LFA
408
LGT Financial Advisors
Texas
$3.2K 37 +37 New
BAAM
409
Baker Avenue Asset Management
California
$3.03K 35 – –
EARNEST Partners
410
EARNEST Partners
Georgia
$2.86K 33 – –
CSC
411
Caldwell Sutter Capital
California
$2.6K 30 – –
SS
412
Sunbelt Securities
Texas
$2.43K 28 – –
GI
413
Gradient Investments
Minnesota
$2.16K 25 +25 New
AW
414
Avion Wealth
Texas
$2K 25 +6 +32%
JWA
415
JFS Wealth Advisors
Pennsylvania
$1.77K 20 – –
BIA
416
Bell Investment Advisors
California
$1.39K 16 – –
HL
417
HeadInvest LLC
Maine
$1.29K 15 +15 New
PCM
418
Perritt Capital Management
Illinois
$1.21K 14 +14 New
TAM
419
Tucker Asset Management
Colorado
$1.13K 13 +13 New
FMP
420
Financial Management Professionals
Texas
$1K 8 – –
CAL
421
Capital Advisors Ltd
Ohio
$1K 7 – –
ADL
422
Asset Dedication LLC
California
$1K 9 +9 New
CAL
423
Capital Analysts LLC
Pennsylvania
$1K 11 +11 New
SFG
424
Steward Financial Group
Texas
$1K 14 +14 New
OCM
425
Orion Capital Management
California
$779 9 +9 New
15 16
17
18 19