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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+120
Holders Change %
+20.65%
% of All Funds
9.33%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$264M
2
Bank of America
Bank of America
North Carolina
$413M
3
BlackRock
BlackRock
New York
$1.83B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$90.7M
5
FFM
Fullerton Fund Management
Singapore
$69.1M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$45.5M
5
ABI
Abrams Bison Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
401
Rafferty Asset Management
New York
$607K +$39K +884 +7%
GEM
402
Global Endowment Management
North Carolina
$599K -$11.7M -265,936 -95%
VI
403
Versor Investments
New York
$596K -$5.83K -132 -1%
CIBC Asset Management
404
CIBC Asset Management
Ontario, Canada
$589K +$30.9K +700 +6%
FB
405
Fulton Bank
Pennsylvania
$586K +$33.6K +760 +6%
NWWA
406
New Wave Wealth Advisors
Arkansas
$586K -$12.4K -280 -2%
HCA
407
Hyperion Capital Advisors
New York
$585K -$247K -5,600 -30%
SIM
408
Studio Investment Management
Illinois
$569K -$24.4K -552 -4%
SG
409
Straightline Group
Michigan
$568K +$568K +12,868 New
MS
410
Maven Securities
Jersey
$565K +$565K +12,800 New
BAM
411
Boyar Asset Management
New York
$565K +$3.71K +84 +0.7%
CSI
412
Cross Staff Investments
New York
$557K +$203K +4,600 +58%
YMRC
413
Yorktown Management & Research Company
Virginia
$548K +$548K +12,400 New
Cambridge Investment Research Advisors
414
Cambridge Investment Research Advisors
Iowa
$543K -$403K -9,120 -43%
HFO
415
Heritage Family Offices
Arizona
$542K -$61.3K -1,388 -10%
PMAM
416
Picton Mahoney Asset Management
Ontario, Canada
$534K +$534K +12,088 New
PI
417
PFG Investments
New York
$532K -$56.7K -1,284 -10%
BRWA
418
B. Riley Wealth Advisors
Florida
$528K -$200K -4,528 -27%
CG
419
Caprock Group
Idaho
$525K +$169K +3,828 +48%
NA
420
NewEdge Advisors
Louisiana
$524K +$281K +6,360 +115%
KeyBank National Association
421
KeyBank National Association
Ohio
$518K +$141K +3,200 +38%
BC
422
Bayforest Capital
United Kingdom
$513K +$513K +11,608 New
BEI
423
Benjamin Edwards Inc
Missouri
$512K -$6.9K -156 -1%
Fayez Sarofim & Co
424
Fayez Sarofim & Co
Texas
$511K – – –
MWPCG
425
Measured Wealth Private Client Group
New Hampshire
$510K -$78.1K -1,768 -13%
15 16
17
18 19