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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JSL
426
JT Stratford LLC
Georgia
$200K 1,635 -173 -10%
LFP
427
Leeward Financial Partners
Washington
$200K 1,635 +1,635 New
HFM
428
Harvest Fund Management
China
$197K 1,609 +1,029 +177%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$188K 1,532 +420 +38%
AF
430
Allworth Financial
California
$174K 1,441 +40 +3%
PMAM
431
Picton Mahoney Asset Management
Ontario, Canada
$172K 1,396 +1,396 New
Macquarie Group
432
Macquarie Group
Australia
$166K 1,350 – –
NA
433
NewEdge Advisors
Louisiana
$164K 1,339 +157 +13%
EC
434
EntryPoint Capital
New York
$160K 1,307 +1,255 +2,413%
Daiwa Securities Group
435
Daiwa Securities Group
Japan
$158K 1,290 -20,811 -94%
S
436
SignatureFD
Georgia
$152K 1,241 +285 +30%
EBA
437
Eagle Bay Advisors
New York
$145K 1,185 +12 +1%
Nisa Investment Advisors
438
Nisa Investment Advisors
Missouri
$140K 1,142 -9,935 -90%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$138K 1,122 +62 +6%
AssetMark Inc
440
AssetMark Inc
California
$137K 1,121 +66 +6%
WPWM
441
Western Pacific Wealth Management
Illinois
$135K 1,100 – –
IAIM
442
International Assets Investment Management
Florida
$130K 1,060 +1,060 New
NRG
443
Nemes Rush Group
Michigan
$127K 1,037 +669 +182%
KIG
444
Kessler Investment Group
Indiana
$119K 970 +970 New
Mirae Asset Global ETFs Holdings
445
Mirae Asset Global ETFs Holdings
Hong Kong
$112K 913 +913 New
CFO
446
CVA Family Office
Colorado
$111K 909 +4 +0.4%
BHWM
447
Bay Harbor Wealth Management
Maryland
$110K 895 -3 -0.3%
GI
448
GAMMA Investing
California
$109K 893 +410 +85%
GIA
449
GHP Investment Advisors
Colorado
$96.2K 785 -102 -11%
GRP
450
Global Retirement Partners
California
$95.3K 777 +777 New
16 17
18
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