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Interactive Brokers
IBKR

431 hedge funds and large institutions have $7.58B invested in Interactive Brokers in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

14% more capital invested

Capital invested by funds: $6.66B → $7.58B (+$923M)

7% more funds holding

Funds holding: 402 → 431 (+29)

1.86% less ownership

Funds ownership: 358.7% → 356.84% (-1.9%)

15% less call options, than puts

Call options by funds: $69.4M | Put options by funds: $81.8M

Holders
431
Holders Change
+29
Holders Change %
+7.21%
% of All Funds
6.87%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.29%
New
79
Increased
163
Reduced
135
Closed
44
Calls
$69.4M
Puts
$81.8M
Net Calls
-$12.3M
Net Calls Change
-$2.24M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$238M
2
CI
Cooper Investors
Australia
+$43.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$38.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.5M
5
CCM
Cantillon Capital Management
New York
+$31.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$101M
2
Select Equity Group
Select Equity Group
New York
-$83M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
-$78.3M
4
GWM
Greenwich Wealth Management
Connecticut
-$48.9M
5
BCM
Bares Capital Management
Texas
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
426
Commonwealth Equity Services
Massachusetts
$356 -$90.4K -4,440 -20%
DI
427
Disciplined Investments
Oklahoma
$330 -$81 -4 -20%
FFA
428
Farther Finance Advisors
California
$248 – – –
GWS
429
Glassman Wealth Services
Virginia
$165 – – –
TWA
430
TCI Wealth Advisors
Arizona
$83 – – –
HWM
431
HighMark Wealth Management
Minnesota
$33 – – –
MBI
432
Montrusco Bolton Investments
Quebec, Canada
– -$78.3M -4,330,256 Closed
OCAM
433
Owl Creek Asset Management
New York
– -$13.6M -751,056 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
434
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$7.1M -392,432 Closed
Squarepoint
435
Squarepoint
New York
– -$3.67M -180,220 Closed
BSG
436
Black Swift Group
Colorado
– -$2.53M -140,000 Closed
DA
437
Duality Advisers
Florida
– -$1.98M -109,192 Closed
DTL
438
Dynamic Technology Lab
Singapore
– -$1.34M -74,236 Closed
FCM
439
FJ Capital Management
Virginia
– -$1.34M -74,112 Closed
ECM
440
ExodusPoint Capital Management
New York
– -$1.14M -63,068 Closed
CWM
441
Cordatus Wealth Management
Pennsylvania
– -$1.13M -62,360 Closed
Wolverine Trading
442
Wolverine Trading
Illinois
– -$1.16M -56,792 Closed
CM
443
Capula Management
Cayman Islands
– -$936K -51,760 Closed
IP
444
Interval Partners
New York
– -$904K -49,976 Closed
Walleye Capital
445
Walleye Capital
New York
– -$982K -48,252 Closed
FC
446
FORA Capital
Florida
– -$826K -45,664 Closed
FF
447
Friedenthal Financial
New Jersey
– -$761K -42,048 Closed
USAA
448
United Services Automobile Association
Texas
– -$730K -40,372 Closed
VI
449
Versor Investments
New York
– -$703K -38,860 Closed
CG
450
Cutler Group
California
– -$773K -37,988 Closed
16 17
18
19 20

IBKR Hedge Fund Activity: Q1 2023 in Review

431 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2023, worth a combined $7.58B — up 14% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IBKR positions and 44 closed out — a net gain of 35 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $238M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 431 institutional investors held Interactive Brokers (IBKR) as of Q1 2023, up from 402 in Q4 2022.
  • Funds reported $7.58B of Interactive Brokers stock for Q1 2023, up 14% quarter-over-quarter.
  • 79 funds opened new Interactive Brokers positions in Q1 2023 and 44 closed out, a net change of +35 holders.
  • The largest Interactive Brokers buyer in Q1 2023 was Orbis Allan Gray, an estimated $238M added.
  • The largest Interactive Brokers seller in Q1 2023 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.