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Interactive Brokers

454 hedge funds and large institutions have $7.79B invested in Interactive Brokers in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 55 closing their positions.

Holders
454
Holders Change
+20
Holders Change %
+4.61%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.21%
New
79
Increased
154
Reduced
159
Closed
55
Calls
$78.6M
Puts
$87.7M
Net Calls
-$9.06M
Net Calls Change
-$48.8M
Name Market Value Shares Shares
Change
Shares
Change %
LFA
426
LGT Financial Advisors
Texas
$2.49K 30 -7 -19%
CSC
427
Caldwell Sutter Capital
California
$2.49K 30
LTI
428
Laffer Tengler Investments
Tennessee
$2.4K 29 +29 New
SS
429
Sunbelt Securities
Texas
$2.33K 28
GI
430
Gradient Investments
Minnesota
$2.07K 25
AW
431
Avion Wealth
Texas
$2K 19 -6 -24%
HFS
432
Hantz Financial Services
Michigan
$2K 26 +26 New
CA
433
Clearstead Advisors
Ohio
$1.91K 23 -23 -50%
JWA
434
JFS Wealth Advisors
Pennsylvania
$1.7K 20
BIA
435
Bell Investment Advisors
California
$1.33K 16
TAM
436
Tucker Asset Management
Colorado
$1.08K 13
CAL
437
Capital Advisors Ltd
Ohio
$1K 7
FMP
438
Financial Management Professionals
Texas
$1K 8
ADL
439
Asset Dedication LLC
California
$1K 9
OP
440
ORG Partners
Indiana
$913 11 -76 -87%
VCM
441
Versant Capital Management
Arizona
$829 10 -44 -81%
ECM
442
English Capital Management
Michigan
$829 10 +10 New
OCM
443
Orion Capital Management
California
$746 9
HI
444
Horizon Investments
North Carolina
$663 8 +2 +33%
AF
445
Advisornet Financial
Minnesota
$663 8 +8 New
PWMG
446
Prestige Wealth Management Group
New Jersey
$498 6
AWM
447
Abound Wealth Management
Tennessee
$416 5
SIC
448
SJS Investment Consulting
Ohio
$415 5
DPW
449
DiNuzzo Private Wealth
Pennsylvania
$415 5 +5 New
RIL
450
Rothschild Investment LLC
Illinois
$332 4 +4 New