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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 %
LFP
526
Leeward Financial Partners
Washington
$242K 1,371 -289 -17%
OPS
527
Orion Portfolio Solutions
Nebraska
$242K 1,368 +1,368 New
BCI
528
Brinker Capital Investments
Pennsylvania
$242K 1,368 +1,368 New
Macquarie Group
529
Macquarie Group
Australia
$239K 2,658 +1,308 +97%
WPC
530
Wedmont Private Capital
Pennsylvania
$237K 1,281 +1,281 New
KWM
531
Kolinsky Wealth Management
New Jersey
$236K 1,337 +1,337 New
PPWP
532
Premier Path Wealth Partners
New Jersey
$236K 1,335 +1,335 New
NRG
533
Nemes Rush Group
Michigan
$233K 1,320 +952 +259%
RGF
534
Retirement Guys Formula
Ohio
$232K 1,314 +1,314 New
MCWA
535
Meadow Creek Wealth Advisors
Georgia
$232K 1,311 +1,311 New
UCFA
536
United Capital Financial Advisors
Texas
$225K 1,276 +1,276 New
SIM
537
Stratos Investment Management
Ohio
$225K 1,275 +1,275 New
MPPLM
538
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K 1,265 +1,265 New
I
539
InceptionR
California
$222K 1,257 +1,257 New
EDRH
540
Edmond de Rothschild Holding
Switzerland
$221K 1,252 -1,114 -47%
1C
541
111 Capital
France
$221K 1,251 +1,251 New
VFA
542
Voya Financial Advisors
Connecticut
$219K 1,226 +1,226 New
SCM
543
SKBA Capital Management
California
$218K 1,235 -215 -15%
CMS
544
Capital Market Strategies
Florida
$212K 1,200 +1,200 New
MCC
545
Malaga Cove Capital
California
$212K 1,200 +1,200 New
PW
546
PUREfi Wealth
Massachusetts
$211K 1,196 +1,196 New
FAFN
547
First Affirmative Financial Network
Colorado
$210K 1,188 +1,188 New
CWM
548
Chemistry Wealth Management
New York
$208K 1,177 +1,177 New
CC
549
Cornerstone Capital
California
$208K 1,175 +1,175 New
CIBC Private Wealth Group
550
CIBC Private Wealth Group
Georgia
$207K 1,086 -294 -21%
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