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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 %
HI
526
Horizon Investments
North Carolina
$2.45K 20 – –
AW
527
Avion Wealth
Texas
$2K 19 – –
BIA
528
Bell Investment Advisors
California
$1.96K 16 – –
MA
529
Montag & Associates
Georgia
$1.86K 15 +1 +7%
TWP
530
Triad Wealth Partners
Kansas
$1.72K 14 +14 New
TCG
531
Transcendent Capital Group
Oklahoma
$1.59K 13 +13 New
S
532
Sachetta
Massachusetts
$1.31K 11 +11 New
ADL
533
Asset Dedication LLC
California
$1.1K 9 – –
QL
534
Quarry LP
New York
$1.1K 9 -135 -94%
OCM
535
Orion Capital Management
California
$1.1K 9 – –
CAL
536
Capital Advisors Ltd
Ohio
$1K 12 – –
FMP
537
Financial Management Professionals
Texas
$1K 8 – –
BIM
538
Breakwater Investment Management
Washington
$859 7 – –
RAM
539
Riggs Asset Management
Pennsylvania
$859 7 +5 +250%
PWMG
540
Prestige Wealth Management Group
New Jersey
$736 6 – –
DPW
541
DiNuzzo Private Wealth
Pennsylvania
$736 6 +1 +20%
SIC
542
SJS Investment Consulting
Ohio
$491 4 – –
CP
543
Castleview Partners
Texas
$368 3 – –
RS
544
Rakuten Securities
Japan
$245 2 -401 -100%
TFM
545
TFC Financial Management
Massachusetts
$123 1 +1 New
JCM
546
Junto Capital Management
New York
– – -477,044 Closed
Balyasny Asset Management
547
Balyasny Asset Management
Illinois
– – -227,352 Closed
WCM
548
Woodson Capital Management
Connecticut
– – -179,000 Closed
AIG
549
American International Group
New York
– – -141,630 Closed
SGAM
550
Smith Group Asset Management
Texas
– – -115,287 Closed
20 21
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