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Interactive Brokers

548 hedge funds and large institutions have $11.4B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

49% more call options, than puts

Call options by funds: $177M | Put options by funds: $119M

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 496548 (+52)

8% more capital invested

Capital invested by funds: $10.6B → $11.4B (+$872M)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 182

4.95% less ownership

Funds ownership: 353.62%348.66% (-5%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.91%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
101
Increased
197
Reduced
182
Closed
43
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
451
Global Retirement Partners
California
$95.3K +$92.7K +3,108 New
CI Investments Inc
452
CI Investments Inc
Ontario, Canada
$93K +$10K +336 +13%
QC
453
Quent Capital
New York
$88.4K +$119 +4 +0.1%
WTC
454
WhitTier Trust Company
Nevada
$86.3K +$45.1K +1,512 +116%
Toronto Dominion Bank
455
Toronto Dominion Bank
Ontario, Canada
$84.1K -$8.71K -292 -10%
IA
456
IFP Advisors
Florida
$83.3K +$71K +2,380 +708%
LC
457
Lindbrook Capital
California
$76.1K +$3.58K +120 +5%
GWP
458
Gen-Wealth Partners
Michigan
$72.3K +$70.4K +2,360 New
PTC
459
Private Trust Company
Ohio
$64.6K +$33.1K +1,108 +111%
CIBC Private Wealth Group
460
CIBC Private Wealth Group
Georgia
$64.5K +$2.39K +80 +4%
PS
461
Principal Securities
Iowa
$63.5K +$5.85K +196 +10%
BEI
462
Benjamin Edwards Inc
Missouri
$61K +$5.49K +184 +10%
ACM
463
Accent Capital Management
Ohio
$58.8K +$57.3K +1,920 New
Asset Management One
464
Asset Management One
Japan
$51.6K -$10.7K -360 -18%
AWM
465
Activest Wealth Management
Florida
$48.2K +$46.9K +1,572 New
WBC
466
Westpac Banking Corp
Australia
$46.6K
PFPT
467
Pinnacle Financial Partners (Tennessee)
Tennessee
$41.3K
BFEC
468
Benjamin F. Edwards & Company
Missouri
$38K -$5.61K -188 -13%
MHR
469
Matthew Hamilton Rosenberg
$35.5K
UFF
470
USA Financial Formulas
Michigan
$33.8K +$32.9K +1,104 New
RA
471
Rise Advisors
New York
$32.5K +$119 +4 +0.4%
FFA
472
Fairfield Financial Advisors
Massachusetts
$31.9K +$31K +1,040 New
AAP
473
Arax Advisory Partners
Colorado
$31.9K +$716 +24 +2%
TIM
474
Tortoise Investment Management
New York
$31.4K +$13.2K +444 +77%
ATC
475
Adirondack Trust Company
New York
$30.6K