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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 %
CFSG
501
Clark Financial Services Group
Missouri
$282K 1,594 +1,594 New
WMA
502
West Michigan Advisors
Michigan
$282K 1,596 +1,596 New
FT
503
Fiduciary Trust
Massachusetts
$276K 1,565 +1,565 New
SWP
504
Sagespring Wealth Partners
Tennessee
$276K 1,563 +1,563 New
Cerity Partners
505
Cerity Partners
New York
$275K 1,876 -1,175 -39%
NG
506
Norden Group
Utah
$274K 1,553 -145 -9%
FCP
507
Fidelis Capital Partners
Florida
$272K 1,215 +1,215 New
LBWM
508
Left Brain Wealth Management
Illinois
$271K 1,533 +1,533 New
OC
509
Oppenheimer & Co
New York
$267K 1,510 -135 -8%
BBA
510
Baader Bank Aktiengesellschaft
Germany
$265K 1,500 -1,485 -50%
Nisa Investment Advisors
511
Nisa Investment Advisors
Missouri
$261K 1,477 +195 +15%
IAA
512
Independent Advisor Alliance
North Carolina
$261K 1,477 +1,477 New
FCH
513
Freestone Capital Holdings
Washington
$261K 1,476 – –
SF
514
Summit Financial
New Jersey
$257K 1,454 +1,454 New
BP
515
Ballentine Partners
Massachusetts
$256K 1,449 +1,449 New
IWM
516
IHT Wealth Management
Illinois
$255K 1,442 -371 -20%
CCM
517
Coldstream Capital Management
Washington
$254K 1,435 -44 -3%
DnB Asset Management
518
DnB Asset Management
Norway
$250K 1,416 +1,416 New
VVP
519
Venture Visionary Partners
Ohio
$250K 1,414 +1,414 New
Fisher Asset Management
520
Fisher Asset Management
Washington
$249K 1,408 +1,408 New
IWC
521
Integrated Wealth Concepts
Massachusetts
$249K 1,407 +1,407 New
AWS
522
Atria Wealth Solutions
New York
$248K 1,405 +1,405 New
GS
523
GTS Securities
New York
$245K 1,386 +1,386 New
EWM
524
Empirical Wealth Management
Washington
$244K 1,382 +1,382 New
BFG
525
Bleakley Financial Group
New Jersey
$244K 1,379 +1,379 New
19 20
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