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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
HNB
501
Huntington National Bank
Ohio
$9.44K -$1.67K -56 -15%
OP
502
ORG Partners
Indiana
$8.24K +$6.21K +208 +400%
UB
503
UMB Bank
Missouri
$7.85K +$4.3K +144 +129%
AFWM
504
Abich Financial Wealth Management
Virginia
$7.85K +$7.64K +256 New
FHA
505
First Horizon Advisors
Tennessee
$7.72K -$17.5K -588 -70%
ATPW
506
Ashton Thomas Private Wealth
Arizona
$7.6K -$240K -8,040 -97%
VCM
507
Versant Capital Management
Arizona
$6.99K -$5.25K -176 -44%
RI
508
Ridgewood Investments
New Jersey
$6.62K +$6.45K +216 New
BTI
509
Blue Trust Inc
Georgia
$6.48K +$3.82K +128 +123%
HWM
510
HighMark Wealth Management
Minnesota
$6.42K -$2.86K -96 -32%
LFG
511
Larson Financial Group
Missouri
$6.29K
CTC
512
Cetera Trust Company
Minnesota
$6.13K
ETS
513
ESL Trust Services
New York
$5.64K +$5.49K +184 New
BGAI
514
Bruce G. Allen Investments
Colorado
$5.52K -$9.19K -308 -63%
BCM
515
Blume Capital Management
California
$4.93K -$4.18K -140 -47%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$4.78K
VAG
517
VisionPoint Advisory Group
Texas
$4.29K
AA
518
Ancora Advisors
Ohio
$3.68K
CSC
519
Caldwell Sutter Capital
California
$3.68K
LFA
520
LGT Financial Advisors
Texas
$3.68K
SS
521
Sunbelt Securities
Texas
$3.46K
AWM
522
Abound Wealth Management
Tennessee
$3.43K -$597 -20 -15%
SOS
523
Silver Oak Securities
Tennessee
$3.19K
WB
524
Webster Bank
Connecticut
$3.19K
VWA
525
Valued Wealth Advisors
Utah
$2.94K