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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 %
UB
501
UMB Bank
Missouri
$7.85K 64 +36 +129%
AFWM
502
Abich Financial Wealth Management
Virginia
$7.85K 64 +64 New
FHA
503
First Horizon Advisors
Tennessee
$7.72K 63 -147 -70%
ATPW
504
Ashton Thomas Private Wealth
Arizona
$7.6K 62 -2,010 -97%
VCM
505
Versant Capital Management
Arizona
$6.99K 57 -44 -44%
RI
506
Ridgewood Investments
New Jersey
$6.62K 54 +54 New
BTI
507
Blue Trust Inc
Georgia
$6.48K 58 +32 +123%
HWM
508
HighMark Wealth Management
Minnesota
$6.42K 52 -24 -32%
LFG
509
Larson Financial Group
Missouri
$6.29K 51 – –
CTC
510
Cetera Trust Company
Minnesota
$6.13K 50 – –
ETS
511
ESL Trust Services
New York
$5.64K 46 +46 New
BGAI
512
Bruce G. Allen Investments
Colorado
$5.52K 45 -77 -63%
BCM
513
Blume Capital Management
California
$4.93K 40 -35 -47%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$4.78K 39 – –
VAG
515
VisionPoint Advisory Group
Texas
$4.29K 35 – –
AA
516
Ancora Advisors
Ohio
$3.68K 30 – –
LFA
517
LGT Financial Advisors
Texas
$3.68K 30 – –
CSC
518
Caldwell Sutter Capital
California
$3.68K 30 – –
SS
519
Sunbelt Securities
Texas
$3.46K 28 – –
AWM
520
Abound Wealth Management
Tennessee
$3.43K 28 -5 -15%
WB
521
Webster Bank
Connecticut
$3.19K 26 – –
SOS
522
Silver Oak Securities
Tennessee
$3.19K 26 – –
VWA
523
Valued Wealth Advisors
Utah
$2.94K 24 – –
CA
524
CoreCap Advisors
Michigan
$2.94K 24 +24 New
JWA
525
JFS Wealth Advisors
Pennsylvania
$2.51K 20 – –
19 20
21
22 23