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Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$628K -$213K -5,060 -26%
GAM
402
Griffin Asset Management
New York
$615K -$13.5K -320 -2%
RBI
403
Raiffeisen Bank International
Austria
$611K +$575K +13,664 New
Rafferty Asset Management
404
Rafferty Asset Management
New York
$607K +$37.2K +884 +7%
GEM
405
Global Endowment Management
North Carolina
$599K -$11.2M -265,936 -95%
VI
406
Versor Investments
New York
$596K -$5.56K -132 -1%
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
$589K +$29.5K +700 +6%
FB
408
Fulton Bank
Pennsylvania
$586K +$32K +760 +6%
NWWA
409
New Wave Wealth Advisors
Arkansas
$586K -$11.8K -280 -2%
HCA
410
Hyperion Capital Advisors
New York
$585K -$236K -5,600 -30%
SIM
411
Studio Investment Management
Illinois
$569K -$23.2K -552 -4%
SG
412
Straightline Group
Michigan
$568K +$542K +12,868 New
MS
413
Maven Securities
Jersey
$565K +$539K +12,800 New
BAM
414
Boyar Asset Management
New York
$565K +$3.54K +84 +0.7%
CSI
415
Cross Staff Investments
New York
$557K +$194K +4,600 +58%
YMRC
416
Yorktown Management & Research Company
Virginia
$548K +$522K +12,400 New
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$543K -$384K -9,120 -43%
HFO
418
Heritage Family Offices
Arizona
$542K -$58.4K -1,388 -10%
PMAM
419
Picton Mahoney Asset Management
Ontario, Canada
$534K +$509K +12,088 New
PI
420
PFG Investments
New York
$532K -$54.1K -1,284 -10%
BRWA
421
B. Riley Wealth Advisors
Florida
$528K -$191K -4,528 -27%
CG
422
Caprock Group
Idaho
$525K +$161K +3,828 +48%
NA
423
NewEdge Advisors
Louisiana
$524K +$268K +6,360 +115%
KeyBank National Association
424
KeyBank National Association
Ohio
$518K +$135K +3,200 +38%
BC
425
Bayforest Capital
United Kingdom
$513K +$489K +11,608 New