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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 %
HI
551
Horizon Investments
North Carolina
$4.04K 29 +9 +45%
AWM
552
Abound Wealth Management
Tennessee
$3.9K 28 – –
CA
553
CoreCap Advisors
Michigan
$3.9K 28 +4 +17%
WB
554
Webster Bank
Connecticut
$3.62K 26 – –
ME
555
McIlrath & Eck
Washington
$3.48K 25 +25 New
VWA
556
Valued Wealth Advisors
Utah
$3.35K 24 – –
RS
557
Rakuten Securities
Japan
$3.35K 24 +22 +1,100%
BCMLT
558
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.35K 24 +24 New
JWA
559
JFS Wealth Advisors
Pennsylvania
$2.99K 21 +1 +5%
BIG
560
Brooklyn Investment Group
New York
$2.37K 17 +17 New
BIA
561
Bell Investment Advisors
California
$2.23K 16 – –
CFB
562
Cullen/Frost Bankers
Texas
$2.23K 16 +16 New
CPA
563
Capital Performance Advisors
California
$2.23K 16 +16 New
MA
564
Montag & Associates
Georgia
$2.11K 15 – –
CAL
565
Capital Advisors Ltd
Ohio
$2K 11 -1 -8%
TCG
566
Transcendent Capital Group
Oklahoma
$1.81K 13 – –
SC
567
SouthState Corp
Florida
$1.53K 11 +11 New
IAIM
568
International Assets Investment Management
Florida
$1.07K 149,115 +148,055 +13,967%
MIFH
569
Migdal Insurance & Financial Holdings
Israel
$1K 4 -167 -98%
FMP
570
Financial Management Professionals
Texas
$1K 8 – –
HWM
571
Hemington Wealth Management
Virginia
$1K 8 +8 New
BIM
572
Breakwater Investment Management
Washington
$976 7 – –
PWMG
573
Prestige Wealth Management Group
New Jersey
$837 6 – –
DPW
574
DiNuzzo Private Wealth
Pennsylvania
$837 6 – –
RAM
575
Riggs Asset Management
Pennsylvania
$697 5 -2 -29%
21 22
23
24 25