We are live on ! Find out more
IBKR icon

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
CA
526
CoreCap Advisors
Michigan
$2.94K +$2.86K +96 New
JWA
527
JFS Wealth Advisors
Pennsylvania
$2.51K
HI
528
Horizon Investments
North Carolina
$2.45K
AW
529
Avion Wealth
Texas
$2K
BIA
530
Bell Investment Advisors
California
$1.96K
MA
531
Montag & Associates
Georgia
$1.86K +$119 +4 +7%
TWP
532
Triad Wealth Partners
Kansas
$1.72K +$1.67K +56 New
TCG
533
Transcendent Capital Group
Oklahoma
$1.59K +$1.55K +52 New
S
534
Sachetta
Massachusetts
$1.31K +$1.31K +44 New
ADL
535
Asset Dedication LLC
California
$1.1K
QL
536
Quarry LP
New York
$1.1K -$16.1K -540 -94%
OCM
537
Orion Capital Management
California
$1.1K
CAL
538
Capital Advisors Ltd
Ohio
$1K
FMP
539
Financial Management Professionals
Texas
$1K
BIM
540
Breakwater Investment Management
Washington
$859
RAM
541
Riggs Asset Management
Pennsylvania
$859 +$597 +20 +250%
PWMG
542
Prestige Wealth Management Group
New Jersey
$736
DPW
543
DiNuzzo Private Wealth
Pennsylvania
$736 +$119 +4 +20%
SIC
544
SJS Investment Consulting
Ohio
$491
CP
545
Castleview Partners
Texas
$368
RS
546
Rakuten Securities
Japan
$245 -$47.9K -1,604 -100%
TFM
547
TFC Financial Management
Massachusetts
$123 +$119 +4 New
JCM
548
Junto Capital Management
New York
-$53.3M -1,908,176 Closed
Balyasny Asset Management
549
Balyasny Asset Management
Illinois
-$25.4M -909,408 Closed
WCM
550
Woodson Capital Management
Connecticut
-$20M -716,000 Closed