Interactive Brokers
IBKR
586 hedge funds and large institutions have $12.9B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 234 increasing their positions, 185 reducing their positions, and 52 closing their positions.
81% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 52
26% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 185
13% more capital invested
Capital invested by funds: $11.4B → $12.9B (+$1.48B)
7% more funds holding
Funds holding: 548 → 586 (+38)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
10% less call options, than puts
Call options by funds: $125M | Put options by funds: $139M
7.39% less ownership
Funds ownership: 348.66% → 341.27% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$74.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.9M |
| 3 |
BlackRock
New York
|
+$33.5M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$30.9M |
| 5 |
Renaissance Technologies
New York
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$175M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$138M |
| 3 |
Millennium Management
New York
|
-$62M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$56.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$45.6M |
IBKR Hedge Fund Activity: Q3 2024 in Review
586 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2024, worth a combined $12.9B — up 13% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IBKR positions and 52 closed out — a net gain of 42 holders — while 234 added to existing stakes and 185 trimmed.
The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $74.3M. The largest seller was Bares Capital Management, cutting an estimated $175M.
- 586 institutional investors held Interactive Brokers (IBKR) as of Q3 2024, up from 548 in Q2 2024.
- Funds reported $12.9B of Interactive Brokers stock for Q3 2024, up 13% quarter-over-quarter.
- 94 funds opened new Interactive Brokers positions in Q3 2024 and 52 closed out, a net change of +42 holders.
- The largest Interactive Brokers buyer in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $74.3M added.
- The largest Interactive Brokers seller in Q3 2024 was Bares Capital Management, an estimated $175M sold.
Based on aggregated 13F filings for Q3 2024.