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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
FGAM
476
Financial Gravity Asset Management
Texas
$2.62K +$2.29K +92 New
JWA
477
JFS Wealth Advisors
Pennsylvania
$2.29K – – –
HI
478
Horizon Investments
North Carolina
$2.23K +$1.2K +48 +150%
TCOV
479
Trust Company of Vermont
Vermont
$2.12K +$1.89K +76 New
BIA
480
Bell Investment Advisors
California
$1.79K – – –
MA
481
Montag & Associates
Georgia
$1.52K +$1.39K +56 New
OP
482
ORG Partners
Indiana
$1.46K +$199 +8 +18%
TAM
483
Tucker Asset Management
Colorado
$1.45K – – –
A
484
AlphaQuest
New York
$1.45K +$1.29K +52 New
ECM
485
English Capital Management
Michigan
$1.12K – – –
OCM
486
Orion Capital Management
California
$1K – – –
ADL
487
Asset Dedication LLC
California
$1K – – –
FMP
488
Financial Management Professionals
Texas
$1K – – –
CAL
489
Capital Advisors Ltd
Ohio
$1K +$498 +20 +71%
BIM
490
Breakwater Investment Management
Washington
$782 +$697 +28 New
PWMG
491
Prestige Wealth Management Group
New Jersey
$671 – – –
DPW
492
DiNuzzo Private Wealth
Pennsylvania
$559 – – –
SIC
493
SJS Investment Consulting
Ohio
$447 -$100 -4 -20%
RIL
494
Rothschild Investment LLC
Illinois
$447 – – –
CP
495
Castleview Partners
Texas
$335 – – –
RAM
496
Riggs Asset Management
Pennsylvania
$224 +$199 +8 New
Holocene Advisors
497
Holocene Advisors
New York
– -$58.2M -2,808,400 Closed
Select Equity Group
498
Select Equity Group
New York
– -$20.1M -968,088 Closed
BA
499
Bridgewater Associates
Connecticut
– -$15.3M -740,392 Closed
UE
500
Unisphere Establishment
Liechtenstein
– -$10.2M -490,000 Closed
18 19
20
21 22

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.