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Interactive Brokers
IBKR

Overview Fund Activity

581 hedge funds and large institutions have $12.7B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 232 increasing their positions, 183 reducing their positions, and 54 closing their positions.

Holders
581
Holders Change
+35
Holders Change %
+6.41%
% of All Funds
8.41%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
93
Increased
232
Reduced
183
Closed
54
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$83.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B
3
BlackRock
3
BlackRock
New York
$1.33B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$471M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
BCM
2
Bares Capital Management
Texas
$156M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$194M
4
Millennium Management
4
Millennium Management
New York
$81M
5
OAG
5
Orbis Allan Gray
Bermuda
$906M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
426
IHT Wealth Management
Illinois
$253K 1,813 +1 +0.1%
VA
427
Vident Advisory
Georgia
$250K 1,793 +1,793 New
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$240K 1,721 +189 +12%
MHC
429
Meyer Handelman Company
New York
$237K 1,700 – –
NG
430
Norden Group
Utah
$237K 1,698 +8 +0.5%
CFG
431
Cooper Financial Group
California
$236K 1,692 +1,692 New
AA
432
Axiom Advisory
California
$233K 1,856 +6 +0.3%
LFP
433
Leeward Financial Partners
Washington
$231K 1,660 +25 +2%
OC
434
Oppenheimer & Co
New York
$229K 1,645 +1,645 New
SPC
435
Sigma Planning Corp
Michigan
$225K 1,613 +1,613 New
HFM
436
Harvest Fund Management
China
$224K 1,609 – –
Lido Advisors
437
Lido Advisors
California
$223K 1,601 +1,601 New
GSC
438
Ground Swell Capital
South Carolina
$222K 1,595 +1,595 New
SGI
439
Summit Global Investments
Utah
$219K 1,573 +1,573 New
EF
440
Empowered Funds
Pennsylvania
$214K 1,534 -35,924 -96%
CCM
441
Coldstream Capital Management
Washington
$213K 1,479 +1,479 New
ECM
442
Evergreen Capital Management
Washington
$213K 1,527 +1,527 New
Franklin Resources
443
Franklin Resources
California
$211K 1,397 +1,397 New
NP
444
NorthRock Partners
Minnesota
$210K 1,506 +1,506 New
WHC
445
Wulff, Hansen & Co
California
$208K 1,495 +1,495 New
AF
446
Allworth Financial
California
$208K 1,494 +53 +4%
MFAM
447
Motley Fool Asset Management
Virginia
$206K 1,492 -108 -7%
FCH
448
Freestone Capital Holdings
Washington
$206K 1,476 +1,476 New
SI
449
Seeds Investor
New York
$206K 1,475 -214 -13%
PAS
450
Park Avenue Securities
New York
$205K 1,470 +1,470 New
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