IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

495 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, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
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
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
476
JFS Wealth Advisors
Pennsylvania
$2.29K 20 – –
HI
477
Horizon Investments
North Carolina
$2.23K 20 +12 +150%
TCOV
478
Trust Company of Vermont
Vermont
$2.12K 19 +19 New
BIA
479
Bell Investment Advisors
California
$1.79K 16 – –
MA
480
Montag & Associates
Georgia
$1.53K 14 +14 New
OP
481
ORG Partners
Indiana
$1.46K 13 +2 +18%
TAM
482
Tucker Asset Management
Colorado
$1.45K 13 – –
A
483
AlphaQuest
New York
$1.45K 13 +13 New
ECM
484
English Capital Management
Michigan
$1.12K 10 – –
OCM
485
Orion Capital Management
California
$1.01K 9 – –
FMP
486
Financial Management Professionals
Texas
$1K 8 – –
ADL
487
Asset Dedication LLC
California
$1K 9 – –
CAL
488
Capital Advisors Ltd
Ohio
$1K 12 +5 +71%
BIM
489
Breakwater Investment Management
Washington
$782 7 +7 New
PWMG
490
Prestige Wealth Management Group
New Jersey
$671 6 – –
DPW
491
DiNuzzo Private Wealth
Pennsylvania
$559 5 – –
SIC
492
SJS Investment Consulting
Ohio
$447 4 -1 -20%
RIL
493
Rothschild Investment LLC
Illinois
$447 4 – –
CP
494
Castleview Partners
Texas
$335 3 – –
RAM
495
Riggs Asset Management
Pennsylvania
$224 2 +2 New
Holocene Advisors
496
Holocene Advisors
New York
– – -702,100 Closed
Select Equity Group
497
Select Equity Group
New York
– – -242,022 Closed
BA
498
Bridgewater Associates
Connecticut
– – -185,098 Closed
UE
499
Unisphere Establishment
Liechtenstein
– – -122,500 Closed
N
500
Natixis
France
– – -79,217 Closed
18 19
20
21 22