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Interactive Brokers

548 hedge funds and large institutions have $11.4B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

49% more call options, than puts

Call options by funds: $177M | Put options by funds: $119M

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 496548 (+52)

8% more capital invested

Capital invested by funds: $10.6B → $11.4B (+$872M)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 182

4.95% less ownership

Funds ownership: 353.62%348.66% (-5%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.91%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
101
Increased
197
Reduced
182
Closed
43
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
401
Seven Eight Capital
New York
$246K +$240K +8,032 New
CSI
402
Cross Staff Investments
New York
$245K
1WA
403
180 Wealth Advisors
Washington
$243K -$239 -8 -0.1%
SWM
404
Spire Wealth Management
Virginia
$235K +$193K +6,476 +545%
LG
405
Leuthold Group
Minnesota
$234K +$228K +7,644 New
AAM
406
Aureus Asset Management
Massachusetts
$234K
Cerity Partners
407
Cerity Partners
New York
$234K -$50.1K -1,680 -18%
FCBT
408
First Citizens Bank & Trust
North Carolina
$233K +$227K +7,600 New
CG
409
Caprock Group
Idaho
$231K +$225K +7,548 New
CCA
410
Cottonwood Capital Advisors
Utah
$230K -$177K -5,928 -45%
BFM
411
Boston Financial Management
Massachusetts
$227K
FLC
412
Fifth Lane Capital
Texas
$226K +$220K +7,372 New
HGA
413
Hobbs Group Advisors
South Carolina
$223K +$217K +7,280 New
IWM
414
IHT Wealth Management
Illinois
$222K -$12.8K -428 -6%
AA
415
Axiom Advisory
California
$221K +$221K +7,400 New
ACM
416
Aquatic Capital Management
Illinois
$221K -$191K -6,400 -47%
APP
417
Avantax Planning Partners
Iowa
$220K -$1.79K -60 -0.8%
PWS
418
Precision Wealth Strategies
Missouri
$219K -$476K -15,956 -69%
QCM
419
Quantinno Capital Management
New York
$213K +$207K +6,948 New
LI
420
LRI Investments
Florida
$209K +$204K +6,836 New
MHC
421
Meyer Handelman Company
New York
$208K +$203K +6,800 New
NG
422
Norden Group
Utah
$207K -$486K -16,284 -71%
SI
423
Seeds Investor
New York
$207K +$202K +6,756 New
FHA
424
Flagship Harbor Advisors
Massachusetts
$205K +$199K +6,680 New
MFAM
425
Motley Fool Asset Management
Virginia
$203K +$191K +6,400 New