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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 %
HNB
451
Huntington National Bank
Ohio
$10.2K 91 +17 +23%
HI
452
Harbour Investments
Wisconsin
$9.94K 89 +37 +71%
IA
453
IFP Advisors
Florida
$9.43K 84 +38 +83%
HWM
454
HighMark Wealth Management
Minnesota
$8.53K 76 +26 +52%
BCM
455
Blume Capital Management
California
$8.39K 75 -84 -53%
GA
456
GoalVest Advisory
New York
$7.04K 63 – –
EC
457
EntryPoint Capital
New York
$5.81K 52 -1,056 -95%
LFG
458
Larson Financial Group
Missouri
$5.72K 51 -56 -52%
CTC
459
Cetera Trust Company
Minnesota
$5.59K 50 – –
WWM
460
Wolff Wiese Magana
California
$4.69K 42 -43 -51%
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$4.36K 39 – –
VAG
462
VisionPoint Advisory Group
Texas
$3.91K 35 – –
AWM
463
Abound Wealth Management
Tennessee
$3.69K 33 +28 +560%
CSC
464
Caldwell Sutter Capital
California
$3.35K 30 – –
LFA
465
LGT Financial Advisors
Texas
$3.35K 30 – –
AA
466
Ancora Advisors
Ohio
$3.35K 30 +30 New
SS
467
Sunbelt Securities
Texas
$3.14K 28 – –
UB
468
UMB Bank
Missouri
$3.13K 28 +28 New
AW
469
Avion Wealth
Texas
$3K 19 – –
BTI
470
Blue Trust Inc
Georgia
$2.9K 26 +26 New
SOS
471
Silver Oak Securities
Tennessee
$2.9K 26 +26 New
WB
472
Webster Bank
Connecticut
$2.9K 26 +26 New
CA
473
Clearstead Advisors
Ohio
$2.77K 23 – –
VWA
474
Valued Wealth Advisors
Utah
$2.68K 24 +24 New
FGAM
475
Financial Gravity Asset Management
Texas
$2.62K 23 +23 New
17 18
19
20 21