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Interactive Brokers

548 hedge funds and large institutions have $11.4B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

49% more call options, than puts

Call options by funds: $177M | Put options by funds: $119M

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 496548 (+52)

8% more capital invested

Capital invested by funds: $10.6B → $11.4B (+$872M)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 182

4.95% less ownership

Funds ownership: 353.62%348.66% (-5%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.91%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
101
Increased
197
Reduced
182
Closed
43
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
476
DT Investment Partners
Pennsylvania
$29.8K -$4.42K -148 -13%
SAM
477
Smartleaf Asset Management
Massachusetts
$29.4K -$2.86K -96 -9%
CFD
478
Creative Financial Designs
Indiana
$28.8K +$28K +940 New
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$27.3K +$4.77K +160 +22%
C
480
Covestor
United Kingdom
$26K
FFA
481
Farther Finance Advisors
California
$25.4K +$8.71K +292 +57%
PFBT
482
Parkside Financial Bank & Trust
Missouri
$24.6K -$7.88K -264 -25%
SC
483
Solstein Capital
California
$24.5K
CFM
484
Catalyst Funds Management
Australia
$24.5K +$23.9K +800 New
DB
485
Danske Bank
Denmark
$24.5K +$23.9K +800 New
SN
486
Sittner & Nelson
Oregon
$24.2K
ST
487
Smithfield Trust
Pennsylvania
$24K
MIFH
488
Migdal Insurance & Financial Holdings
Israel
$21K +$20.4K +684 New
PA
489
Parallel Advisors
California
$20.2K +$4.42K +148 +29%
CFGS
490
Concourse Financial Group Securities
Alabama
$18.5K -$2.15K -72 -11%
EC
491
Elequin Capital
New York
$18.3K +$17.8K +596 New
ANBT
492
American National Bank & Trust
Texas
$16.9K
AF
493
Advisornet Financial
Minnesota
$15.7K -$3.46K -116 -18%
TAM
494
Tucker Asset Management
Colorado
$15.6K +$13.6K +456 +877%
Bessemer Group
495
Bessemer Group
New Jersey
$15K -$60.8K -2,036 -81%
GXJ
496
Global X Japan
Japan
$14.7K -$24.9K -836 -64%
Mitsubishi UFJ Asset Management
497
Mitsubishi UFJ Asset Management
Japan
$12.8K
AWM
498
Avior Wealth Management
Nebraska
$12.3K -$59.2K -1,984 -83%
HIA
499
Harbor Investment Advisory
Maryland
$12.3K -$11.9K -400 -50%
HI
500
Harbour Investments
Wisconsin
$9.69K -$1.19K -40 -11%