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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

Holders
701
Holders Change
+120
Holders Change %
+20.65%
% 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
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$264M
2
Norges Bank
2
Norges Bank
Norway
$229M
3
Bank of America
3
Bank of America
North Carolina
$413M
4
BlackRock
4
BlackRock
New York
$1.83B
5
Raymond James Financial
5
Raymond James Financial
Florida
$120M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
2
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$45.5M
5
ABI
5
Abrams Bison Investments
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
476
Ritholtz Wealth Management
New York
$337K 1,908 +20 +1%
AAM
477
Aureus Asset Management
Massachusetts
$337K 1,907 – –
GI
478
GAMMA Investing
California
$336K 1,900 +467 +33%
HWM
479
HB Wealth Management
Georgia
$332K 1,881 +1,881 New
HGA
480
Hobbs Group Advisors
South Carolina
$329K 1,865 – –
TC
481
TwinBeech Capital
New York
$329K 1,864 +1,864 New
BFM
482
Boston Financial Management
Massachusetts
$328K 1,855 -100 -5%
BMWS
483
Brady Martz Wealth Solutions
North Dakota
$327K 1,791 +1,791 New
ECM
484
Evergreen Capital Management
Washington
$325K 1,841 +314 +21%
LG
485
Leuthold Group
Minnesota
$324K 1,835 -46 -2%
CFG
486
Cooper Financial Group
California
$319K 1,808 +116 +7%
WLG
487
Williamson Legacy Group
Indiana
$313K 1,769 +1,769 New
SPC
488
Sigma Planning Corp
Michigan
$310K 1,755 +142 +9%
FHB
489
First Hawaiian Bank
Hawaii
$308K 1,741 -1,509 -46%
PAG
490
Private Advisor Group
New Jersey
$305K 1,724 -844 -33%
MHC
491
Meyer Handelman Company
New York
$300K 1,700 – –
CL
492
Choreo LLC
Illinois
$299K 1,668 +190 +13%
Jones Financial Companies
493
Jones Financial Companies
Missouri
$298K 1,688 +1,578 +1,435%
Mitsubishi UFJ Trust & Banking
494
Mitsubishi UFJ Trust & Banking
Japan
$298K 1,687 -3,909 -70%
JSL
495
JT Stratford LLC
Georgia
$291K 1,648 +200 +14%
LI
496
LRI Investments
Florida
$291K 1,646 – –
SI
497
Seeds Investor
New York
$291K 1,646 +171 +12%
AF
498
Allworth Financial
California
$289K 1,378 -116 -8%
AFG
499
ABLE Financial Group
Arizona
$286K 1,620 -592 -27%
MFAM
500
Motley Fool Asset Management
Virginia
$283K 1,603 +111 +7%
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