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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+120
Holders Change %
+20.65%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$264M
2
Bank of America
2
Bank of America
North Carolina
$413M
3
BlackRock
3
BlackRock
New York
$1.83B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$90.7M
5
FFM
5
Fullerton Fund Management
Singapore
$69.1M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
2
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$45.5M
5
ABI
5
Abrams Bison Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
426
Wealth Alliance
New York
$505K -$45.9K -1,040 -8%
EWA
427
EverSource Wealth Advisors
Alabama
$504K -$8.66K -196 -2%
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$503K +$199K +4,512 +66%
QCG
429
Quadrant Capital Group
Ohio
$502K +$12.9K +292 +3%
FIM
430
Freedom Investment Management
Connecticut
$491K -$27K -612 -5%
AA
431
ALPS Advisors
Colorado
$489K – – –
BPC
432
Bryce Point Capital
New York
$486K +$486K +11,000 New
CIBC World Market
433
CIBC World Market
Ontario, Canada
$485K +$72.7K +1,644 +18%
SWM
434
Spire Wealth Management
Virginia
$483K +$75.3K +1,704 +18%
PA
435
Profund Advisors
Maryland
$477K -$50K -1,132 -9%
FSG
436
Financial Strategies Group
Michigan
$477K -$47.4K -1,024 -9%
SFG
437
Synergy Financial Group
California
$475K +$1.77K +40 +0.4%
VCP
438
Verus Capital Partners
Arizona
$470K +$470K +10,640 New
MYAM
439
Meiji Yasuda Asset Management
Japan
$469K -$3.71K -84 -0.8%
Capstone Investment Advisors
440
Capstone Investment Advisors
New York
$466K +$466K +10,540 New
O
441
Ossiam
France
$464K +$117K +2,640 +34%
CA
442
Crewe Advisors
Utah
$450K – – –
HWAM
443
Hennion & Walsh Asset Management
New Jersey
$445K -$318K -7,204 -42%
HH
444
Hilltop Holdings
Texas
$441K +$94.7K +2,144 +27%
AWM
445
Axxcess Wealth Management
California
$434K -$8.3K -188 -2%
AIM
446
Aigen Investment Management
New York
$432K +$432K +9,784 New
KLCM
447
KG&L Capital Management
Louisiana
$428K +$10.6K +240 +3%
JIC
448
Joel Isaacson & Co
New York
$424K +$530 +12 +0.1%
FCBT
449
First Citizens Bank & Trust
North Carolina
$422K +$67.7K +1,532 +19%
Los Angeles Capital Management
450
Los Angeles Capital Management
California
$421K -$117K -2,640 -22%
16 17
18
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