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Interactive Brokers
IBKR

Overview Fund Activity

581 hedge funds and large institutions have $12.7B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 232 increasing their positions, 183 reducing their positions, and 54 closing their positions.

Holders
581
Holders Change
+35
Holders Change %
+6.41%
% of All Funds
8.41%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
93
Increased
232
Reduced
183
Closed
54
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$83.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B
3
BlackRock
3
BlackRock
New York
$1.33B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$471M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
BCM
2
Bares Capital Management
Texas
$156M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$194M
4
Millennium Management
4
Millennium Management
New York
$81M
5
OAG
5
Orbis Allan Gray
Bermuda
$906M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
526
Mitsubishi UFJ Asset Management
Japan
$14.5K 104 – –
HIA
527
Harbor Investment Advisory
Maryland
$13.9K 100 – –
HWM
528
HighMark Wealth Management
Minnesota
$13.3K 95 +43 +83%
CWC
529
Carolinas Wealth Consulting
North Carolina
$12.3K 88 +88 New
BTI
530
Blue Trust Inc
Georgia
$11.9K 97 +39 +67%
CT
531
Coastline Trust
Rhode Island
$11.8K 85 +85 New
HI
532
Harbour Investments
Wisconsin
$10.3K 74 -5 -6%
FHA
533
First Horizon Advisors
Tennessee
$9.34K 67 +4 +6%
HWP
534
Highline Wealth Partners
California
$9.2K 66 +66 New
OP
535
ORG Partners
Indiana
$8.51K 61 -4 -6%
RI
536
Ridgewood Investments
New Jersey
$7.53K 54 – –
LFG
537
Larson Financial Group
Missouri
$7.44K 53 +2 +4%
WT
538
Whittier Trust
California
$7.39K 53 +53 New
SS
539
Sunbelt Securities
Texas
$7K 50 +22 +79%
CTC
540
Cetera Trust Company
Minnesota
$6.97K 50 – –
HPC
541
HM Payson & Co
Maine
$6.97K 50 +50 New
AFWM
542
Abich Financial Wealth Management
Virginia
$6.55K 47 -17 -27%
ETS
543
ESL Trust Services
New York
$6.41K 46 – –
BGAI
544
Bruce G. Allen Investments
Colorado
$6.27K 45 – –
CT
545
Colonial Trust
South Carolina
$5.49K 40 +40 New
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$5.44K 39 – –
ADL
547
Asset Dedication LLC
California
$4.32K 31 +22 +244%
CSC
548
Caldwell Sutter Capital
California
$4.18K 30 – –
LFA
549
LGT Financial Advisors
Texas
$4.18K 30 – –
AA
550
Ancora Advisors
Ohio
$4.18K 30 – –
20 21
22
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