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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$133M -$14.6M -347,832 -10%
BCM
27
Bronte Capital Management
Australia
$123M -$40.2M -954,332 -29%
Raymond James Financial
28
Raymond James Financial
Florida
$120M +$114M +2,717,980 New
Empower Advisory Group
29
Empower Advisory Group
Colorado
$120M -$1.38M -32,836 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$111M +$3.41M +80,952 +3%
Renaissance Technologies
31
Renaissance Technologies
New York
$107M +$38M +903,640 +60%
AM
32
AGF Management
Ontario, Canada
$97.1M -$3.39M -80,456 -4%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$90.7M +$86.5M +2,054,188 New
Marshall Wace
34
Marshall Wace
United Kingdom
$90.4M -$148M -3,517,840 -63%
Two Sigma Investments
35
Two Sigma Investments
New York
$86.4M +$63.8M +1,515,924 +344%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$82.3M +$64.3M +1,528,400 +456%
Millennium Management
37
Millennium Management
New York
$79.5M -$22.2M -526,744 -23%
AA
38
Ancient Art
Texas
$78.8M -$1.76M -41,820 -2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$77.9M -$26.8M -635,712 -26%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$74.5M -$9.33M -221,500 -12%
Goldman Sachs
41
Goldman Sachs
New York
$70.3M +$18.1M +428,988 +37%
FFM
42
Fullerton Fund Management
Singapore
$69.1M +$65.8M +1,563,528 New
Citadel Advisors
43
Citadel Advisors
Florida
$67.7M +$43.9M +1,043,196 +213%
UBS Group
44
UBS Group
Switzerland
$66.9M +$12.1M +288,440 +24%
Citigroup
45
Citigroup
New York
$66.5M -$169K -4,008 -0.3%
Fidelity International
46
Fidelity International
Bermuda
$65.2M -$21.8M -517,384 -26%
Principal Financial Group
47
Principal Financial Group
Iowa
$63.9M -$770K -18,292 -1%
Legal & General Group
48
Legal & General Group
United Kingdom
$60.5M -$3.12M -74,168 -5%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$58.4M -$2M -47,408 -3%
UBS AM
50
UBS AM
Illinois
$54.2M +$7.52M +178,616 +17%