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Interactive Brokers
IBKR

496 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, 162 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

35% more capital invested

Capital invested by funds: $7.81B → $10.6B (+$2.77B)

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

9% more funds holding

Funds holding: 456 → 496 (+40)

1.65% more ownership

Funds ownership: 351.96% → 353.62% (+1.7%)

3% less call options, than puts

Call options by funds: $116M | Put options by funds: $119M

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
7.14%
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
162
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$281M
2
JP Morgan Chase
JP Morgan Chase
New York
+$231M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$146M
4
JCM
Junto Capital Management
New York
+$47.5M
5
AM
AGF Management
Ontario, Canada
+$42.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$117M
2
Marshall Wace
Marshall Wace
United Kingdom
-$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$103M
4
Goldman Sachs
Goldman Sachs
New York
-$73M
5
OAG
Orbis Allan Gray
Bermuda
-$63.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
451
Versant Capital Management
Arizona
$11.3K +$9.06K +364 +910%
HNB
452
Huntington National Bank
Ohio
$10.2K +$1.69K +68 +23%
HI
453
Harbour Investments
Wisconsin
$9.94K +$3.69K +148 +71%
IA
454
IFP Advisors
Florida
$9.43K +$3.79K +152 +83%
HWM
455
HighMark Wealth Management
Minnesota
$8.53K +$2.59K +104 +52%
BCM
456
Blume Capital Management
California
$8.39K -$8.37K -336 -53%
GA
457
GoalVest Advisory
New York
$7.04K – – –
EC
458
EntryPoint Capital
New York
$5.81K -$105K -4,224 -95%
LFG
459
Larson Financial Group
Missouri
$5.72K -$5.58K -224 -52%
CTC
460
Cetera Trust Company
Minnesota
$5.59K – – –
WWM
461
Wolff Wiese Magana
California
$4.69K -$4.28K -172 -51%
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$4.36K – – –
VAG
463
VisionPoint Advisory Group
Texas
$3.91K – – –
AWM
464
Abound Wealth Management
Tennessee
$3.69K +$2.79K +112 +560%
CSC
465
Caldwell Sutter Capital
California
$3.35K – – –
LFA
466
LGT Financial Advisors
Texas
$3.35K – – –
AA
467
Ancora Advisors
Ohio
$3.35K +$2.99K +120 New
SS
468
Sunbelt Securities
Texas
$3.14K – – –
UB
469
UMB Bank
Missouri
$3.13K +$2.79K +112 New
AW
470
Avion Wealth
Texas
$3K – – –
BTI
471
Blue Trust Inc
Georgia
$2.9K +$2.59K +104 New
SOS
472
Silver Oak Securities
Tennessee
$2.9K +$2.59K +104 New
WB
473
Webster Bank
Connecticut
$2.9K +$2.59K +104 New
CA
474
Clearstead Advisors
Ohio
$2.77K – – –
VWA
475
Valued Wealth Advisors
Utah
$2.68K +$2.39K +96 New
17 18
19
20 21

IBKR Hedge Fund Activity: Q1 2024 in Review

496 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2024, worth a combined $10.6B — up 35% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new IBKR positions and 48 closed out — a net gain of 43 holders — while 162 added to existing stakes and 173 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $281M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $117M.

  • 496 institutional investors held Interactive Brokers (IBKR) as of Q1 2024, up from 456 in Q4 2023.
  • Funds reported $10.6B of Interactive Brokers stock for Q1 2024, up 35% quarter-over-quarter.
  • 91 funds opened new Interactive Brokers positions in Q1 2024 and 48 closed out, a net change of +43 holders.
  • The largest Interactive Brokers buyer in Q1 2024 was Egerton Capital (UK), an estimated $281M added.
  • The largest Interactive Brokers seller in Q1 2024 was Kayne Anderson Rudnick Investment Management, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2024.