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Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% 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
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
426
Benjamin Edwards Inc
Missouri
$512K -$6.57K -156 -1%
Fayez Sarofim & Co
427
Fayez Sarofim & Co
Texas
$511K
MWPCG
428
Measured Wealth Private Client Group
New Hampshire
$510K -$74.4K -1,768 -13%
WA
429
Wealth Alliance
New York
$505K -$43.8K -1,040 -8%
EWA
430
EverSource Wealth Advisors
Alabama
$504K -$8.25K -196 -2%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$503K +$190K +4,512 +66%
QCG
432
Quadrant Capital Group
Ohio
$502K +$12.3K +292 +3%
FIM
433
Freedom Investment Management
Connecticut
$491K -$25.8K -612 -5%
AA
434
ALPS Advisors
Colorado
$489K
BPC
435
Bryce Point Capital
New York
$486K +$463K +11,000 New
CIBC World Market
436
CIBC World Market
Ontario, Canada
$485K +$69.2K +1,644 +18%
SWM
437
Spire Wealth Management
Virginia
$483K +$71.7K +1,704 +18%
PA
438
Profund Advisors
Maryland
$477K -$47.7K -1,132 -9%
FSG
439
Financial Strategies Group
Michigan
$477K -$43.1K -1,024 -9%
SFG
440
Synergy Financial Group
California
$475K +$1.68K +40 +0.4%
MYAM
441
Meiji Yasuda Asset Management
Japan
$469K -$3.54K -84 -0.8%
Capstone Investment Advisors
442
Capstone Investment Advisors
New York
$466K +$444K +10,540 New
O
443
Ossiam
France
$464K +$111K +2,640 +34%
CA
444
Crewe Advisors
Utah
$450K
LSA
445
Leonteq Securities AG
Switzerland
$447K -$27.3K -648 -6%
HWAM
446
Hennion & Walsh Asset Management
New Jersey
$445K -$303K -7,204 -42%
HH
447
Hilltop Holdings
Texas
$441K +$90.3K +2,144 +27%
AWM
448
Axxcess Wealth Management
California
$434K -$7.92K -188 -2%
AIM
449
Aigen Investment Management
New York
$432K +$412K +9,784 New
KLCM
450
KG&L Capital Management
Louisiana
$428K +$10.1K +240 +3%