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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
426
Rise Advisors
New York
$29.5K 264 +264 New
SAM
427
Smartleaf Asset Management
Massachusetts
$29.3K 263 +48 +22%
VWM
428
Venturi Wealth Management
Texas
$29.3K 262 -14 -5%
AAP
429
Arax Advisory Partners
Colorado
$28.4K 254 – –
PTC
430
Private Trust Company
Ohio
$27.9K 250 – –
ATC
431
Adirondack Trust Company
New York
$27.9K 250 – –
FHA
432
First Horizon Advisors
Tennessee
$23.5K 210 -167 -44%
C
433
Covestor
United Kingdom
$23K 209 – –
BF
434
BOK Financial
Oklahoma
$22.4K 200 +200 New
SC
435
Solstein Capital
California
$22.3K 200 – –
HIA
436
Harbor Investment Advisory
Maryland
$22.3K 200 +100 +100%
SN
437
Sittner & Nelson
Oregon
$22K 197 – –
ST
438
Smithfield Trust
Pennsylvania
$21K 191 – –
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$20.4K 183 -3 -2%
CFGS
440
Concourse Financial Group Securities
Alabama
$18.9K 169 – –
CTA
441
Colonial Trust Advisors
South Carolina
$18.8K 168 +168 New
AF
442
Advisornet Financial
Minnesota
$17.5K 157 +149 +1,863%
TIM
443
Tortoise Investment Management
New York
$16.2K 145 +145 New
QL
444
Quarry LP
New York
$16.1K 144 +144 New
ANBT
445
American National Bank & Trust
Texas
$15.4K 138 +138 New
PA
446
Parallel Advisors
California
$14.3K 128 +22 +21%
FFA
447
Farther Finance Advisors
California
$14.2K 127 – –
BGAI
448
Bruce G. Allen Investments
Colorado
$13.6K 122 -49 -29%
Mitsubishi UFJ Asset Management
449
Mitsubishi UFJ Asset Management
Japan
$11.6K 104 – –
VCM
450
Versant Capital Management
Arizona
$11.3K 101 +91 +910%
16 17
18
19 20