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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
SI
501
Seeds Investor
New York
$291K +$28.8K +684 +12%
AF
502
Allworth Financial
California
$289K -$19.5K -464 -8%
AFG
503
ABLE Financial Group
Arizona
$286K -$99.7K -2,368 -27%
MFAM
504
Motley Fool Asset Management
Virginia
$283K +$18.7K +444 +7%
CFSG
505
Clark Financial Services Group
Missouri
$282K +$268K +6,376 New
WMA
506
West Michigan Advisors
Michigan
$282K +$269K +6,384 New
SLAM
507
Swiss Life Asset Management
$279K +$266K +6,324 New
FT
508
Fiduciary Trust
Massachusetts
$276K +$264K +6,260 New
SWP
509
Sagespring Wealth Partners
Tennessee
$276K +$263K +6,252 New
Cerity Partners
510
Cerity Partners
New York
$275K -$198K -4,700 -39%
NG
511
Norden Group
Utah
$274K -$24.4K -580 -9%
FCP
512
Fidelis Capital Partners
Florida
$272K +$205K +4,860 New
LBWM
513
Left Brain Wealth Management
Illinois
$271K +$258K +6,132 New
OC
514
Oppenheimer & Co
New York
$267K -$22.7K -540 -8%
BBA
515
Baader Bank Aktiengesellschaft
Germany
$265K -$250K -5,940 -50%
Nisa Investment Advisors
516
Nisa Investment Advisors
Missouri
$261K +$32.8K +780 +15%
IAA
517
Independent Advisor Alliance
North Carolina
$261K +$249K +5,908 New
FCH
518
Freestone Capital Holdings
Washington
$261K
SF
519
Summit Financial
New Jersey
$257K +$245K +5,816 New
BP
520
Ballentine Partners
Massachusetts
$256K +$244K +5,796 New
IWM
521
IHT Wealth Management
Illinois
$255K -$62.5K -1,484 -20%
CCM
522
Coldstream Capital Management
Washington
$254K -$7.41K -176 -3%
DnB Asset Management
523
DnB Asset Management
Norway
$250K +$238K +5,664 New
VVP
524
Venture Visionary Partners
Ohio
$250K +$238K +5,656 New
Fisher Asset Management
525
Fisher Asset Management
Washington
$249K +$237K +5,632 New