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Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
476
Smartleaf Asset Management
Massachusetts
$29.4K 239 -24 -9%
CFD
477
Creative Financial Designs
Indiana
$28.8K 235 +235 New
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$27.3K 223 +40 +22%
C
479
Covestor
United Kingdom
$26K 209 – –
FFA
480
Farther Finance Advisors
California
$25.4K 200 +73 +57%
PFBT
481
Parkside Financial Bank & Trust
Missouri
$24.6K 201 -66 -25%
SC
482
Solstein Capital
California
$24.5K 200 – –
CFM
483
Catalyst Funds Management
Australia
$24.5K 200 +200 New
SN
484
Sittner & Nelson
Oregon
$24.2K 197 – –
ST
485
Smithfield Trust
Pennsylvania
$24K 191 – –
MIFH
486
Migdal Insurance & Financial Holdings
Israel
$21K 171 +171 New
PA
487
Parallel Advisors
California
$20.2K 165 +37 +29%
CFGS
488
Concourse Financial Group Securities
Alabama
$18.5K 151 -18 -11%
EC
489
Elequin Capital
New York
$18.3K 149 +149 New
ANBT
490
American National Bank & Trust
Texas
$16.9K 138 – –
AF
491
Advisornet Financial
Minnesota
$15.7K 128 -29 -18%
TAM
492
Tucker Asset Management
Colorado
$15.6K 127 +114 +877%
Bessemer Group
493
Bessemer Group
New Jersey
$15K 123 -509 -81%
GXJ
494
Global X Japan
Japan
$14.7K 120 -209 -64%
Mitsubishi UFJ Asset Management
495
Mitsubishi UFJ Asset Management
Japan
$12.8K 104 – –
AWM
496
Avior Wealth Management
Nebraska
$12.3K 100 -496 -83%
HIA
497
Harbor Investment Advisory
Maryland
$12.3K 100 -100 -50%
HI
498
Harbour Investments
Wisconsin
$9.69K 79 -10 -11%
HNB
499
Huntington National Bank
Ohio
$9.44K 77 -14 -15%
OP
500
ORG Partners
Indiana
$8.25K 65 +52 +400%
18 19
20
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