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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
IWC
526
Integrated Wealth Concepts
Massachusetts
$249K +$237K +5,628 New
AWS
527
Atria Wealth Solutions
New York
$248K +$237K +5,620 New
GS
528
GTS Securities
New York
$245K +$233K +5,544 New
EWM
529
Empirical Wealth Management
Washington
$244K +$233K +5,528 New
BFG
530
Bleakley Financial Group
New Jersey
$244K +$232K +5,516 New
LFP
531
Leeward Financial Partners
Washington
$242K -$48.7K -1,156 -17%
BCI
532
Brinker Capital Investments
Pennsylvania
$242K +$230K +5,472 New
OPS
533
Orion Portfolio Solutions
Nebraska
$242K +$230K +5,472 New
Macquarie Group
534
Macquarie Group
Australia
$239K +$220K +5,232 +97%
WPC
535
Wedmont Private Capital
Pennsylvania
$237K +$216K +5,124 New
KWM
536
Kolinsky Wealth Management
New Jersey
$236K +$225K +5,348 New
PPWP
537
Premier Path Wealth Partners
New Jersey
$236K +$225K +5,340 New
VCP
538
Verus Capital Partners
Arizona
$235K +$224K +5,320 New
NRG
539
Nemes Rush Group
Michigan
$233K +$160K +3,808 +259%
RGF
540
Retirement Guys Formula
Ohio
$232K +$221K +5,256 New
MCWA
541
Meadow Creek Wealth Advisors
Georgia
$232K +$221K +5,244 New
UCFA
542
United Capital Financial Advisors
Texas
$225K +$215K +5,104 New
SIM
543
Stratos Investment Management
Ohio
$225K +$215K +5,100 New
MPPLM
544
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K +$213K +5,060 New
I
545
InceptionR
California
$222K +$212K +5,028 New
EDRH
546
Edmond de Rothschild Holding
Switzerland
$221K -$188K -4,456 -47%
1C
547
111 Capital
France
$221K +$211K +5,004 New
VFA
548
Voya Financial Advisors
Connecticut
$219K +$206K +4,904 New
IFG
549
Independent Financial Group
California
$219K -$268K -6,360 -56%
SCM
550
SKBA Capital Management
California
$218K -$36.2K -860 -15%