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Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% 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
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
476
GeoWealth Management
Illinois
$344K -$66.2K -1,572 -17%
ATPW
477
Ashton Thomas Private Wealth
Arizona
$343K +$327K +7,756 New
FPAS
478
Focus Partners Advisor Solutions
Missouri
$341K +$325K +7,716 New
RWM
479
Ritholtz Wealth Management
New York
$337K +$3.37K +80 +1%
AAM
480
Aureus Asset Management
Massachusetts
$337K
GI
481
GAMMA Investing
California
$336K +$78.6K +1,868 +33%
HWM
482
HB Wealth Management
Georgia
$332K +$317K +7,524 New
HGA
483
Hobbs Group Advisors
South Carolina
$329K
TC
484
TwinBeech Capital
New York
$329K +$314K +7,456 New
BFM
485
Boston Financial Management
Massachusetts
$328K -$16.8K -400 -5%
BMWS
486
Brady Martz Wealth Solutions
North Dakota
$327K +$302K +7,164 New
ECM
487
Evergreen Capital Management
Washington
$325K +$52.9K +1,256 +21%
LG
488
Leuthold Group
Minnesota
$324K -$7.75K -184 -2%
CFG
489
Cooper Financial Group
California
$319K +$19.5K +464 +7%
WLG
490
Williamson Legacy Group
Indiana
$313K +$298K +7,076 New
SPC
491
Sigma Planning Corp
Michigan
$310K +$23.9K +568 +9%
FHB
492
First Hawaiian Bank
Hawaii
$308K -$254K -6,036 -46%
HW
493
Hamilton Wealth
California
$305K +$48.3K +1,148 +20%
PAG
494
Private Advisor Group
New Jersey
$305K -$142K -3,376 -33%
MHC
495
Meyer Handelman Company
New York
$300K
CL
496
Choreo LLC
Illinois
$299K +$32K +760 +13%
Jones Financial Companies
497
Jones Financial Companies
Missouri
$298K +$266K +6,312 +1,435%
Mitsubishi UFJ Trust & Banking
498
Mitsubishi UFJ Trust & Banking
Japan
$298K -$658K -15,636 -70%
JSL
499
JT Stratford LLC
Georgia
$291K +$33.7K +800 +14%
LI
500
LRI Investments
Florida
$291K