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Interactive Brokers
IBKR

Overview Fund Activity

581 hedge funds and large institutions have $12.7B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 232 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+35
Holders Change %
+6.41%
% of All Funds
8.4%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
93
Increased
232
Reduced
183
Closed
54
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$83.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.42B
3
BlackRock
BlackRock
New York
$1.33B
4
ECU
Egerton Capital (UK)
United Kingdom
$471M
5
Renaissance Technologies
Renaissance Technologies
New York
$52.8M

Top Sellers

1
BCM
Bares Capital Management
Texas
$156M
2
Marshall Wace
Marshall Wace
United Kingdom
$194M
3
Millennium Management
Millennium Management
New York
$81M
4
OAG
Orbis Allan Gray
Bermuda
$906M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
401
CIBC World Market
Ontario, Canada
$325K +$325K +9,328 New
TWM
402
Thrive Wealth Management
Pennsylvania
$323K -$1.81K -52 -0.6%
SWM
403
Spire Wealth Management
Virginia
$322K +$54.8K +1,572 +21%
AFG
404
ABLE Financial Group
Arizona
$308K +$308K +8,848 New
ACH
405
ArrowMark Colorado Holdings
Colorado
$307K – – –
CA
406
Clearstead Advisors
Ohio
$305K -$6.69K -192 -2%
Koshinski Asset Management
407
Koshinski Asset Management
Illinois
$303K +$8.08K +232 +3%
KeyBank National Association
408
KeyBank National Association
Ohio
$297K -$29.4K -844 -9%
LCM
409
Landscape Capital Management
New Jersey
$296K -$1.11M -31,892 -79%
LI
410
LRI Investments
Florida
$293K -$11.2K -252 -4%
PP
411
Prudential plc
United Kingdom
$293K -$29.3K -840 -9%
SI
412
Stephens Inc
Arkansas
$288K -$3.47M -99,720 -92%
CG
413
Caprock Group
Idaho
$281K +$17.7K +508 +7%
FCBT
414
First Citizens Bank & Trust
North Carolina
$280K +$14.9K +428 +6%
CSI
415
Cross Staff Investments
New York
$279K – – –
1WA
416
180 Wealth Advisors
Washington
$278K -$1.81K -52 -0.6%
O
417
Ossiam
France
$274K +$274K +7,876 New
HH
418
Hilltop Holdings
Texas
$273K -$109K -3,136 -29%
BFM
419
Boston Financial Management
Massachusetts
$272K +$13.9K +400 +5%
FHA
420
Flagship Harbor Advisors
Massachusetts
$271K +$271K +7,788 New
AAM
421
Aureus Asset Management
Massachusetts
$266K – – –
RWM
422
Ritholtz Wealth Management
New York
$263K +$263K +7,552 New
LG
423
Leuthold Group
Minnesota
$262K -$4.18K -120 -2%
HGA
424
Hobbs Group Advisors
South Carolina
$260K +$6.27K +180 +2%
CCA
425
Cottonwood Capital Advisors
Utah
$256K -$279 -8 -0.1%
15 16
17
18 19