We are live on ! Find out more
IBKR icon

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
CMS
551
Capital Market Strategies
Florida
$212K +$202K +4,800 New
MCC
552
Malaga Cove Capital
California
$212K +$202K +4,800 New
PW
553
PUREfi Wealth
Massachusetts
$211K +$201K +4,784 New
FAFN
554
First Affirmative Financial Network
Colorado
$210K +$200K +4,752 New
CWM
555
Chemistry Wealth Management
New York
$208K +$198K +4,708 New
CC
556
Cornerstone Capital
California
$208K +$198K +4,700 New
CIBC Private Wealth Group
557
CIBC Private Wealth Group
Georgia
$207K -$49.5K -1,176 -21%
GVAG
558
Great Valley Advisor Group
Delaware
$206K +$197K +4,680 New
RF
559
Roxbury Financial
New Jersey
$202K +$178K +4,220 New
PSFG
560
Park Square Financial Group
Georgia
$200K +$190K +4,524 New
WPWM
561
Western Pacific Wealth Management
Illinois
$194K
Mirae Asset Global ETFs Holdings
562
Mirae Asset Global ETFs Holdings
Hong Kong
$186K +$58.9K +1,400 +50%
EBA
563
Eagle Bay Advisors
New York
$183K -$14.7K -348 -8%
FFA
564
Farther Finance Advisors
California
$183K +$37.7K +896 +28%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$176K -$1.68K -40 -1%
S
566
SignatureFD
Georgia
$173K -$64.2K -1,524 -28%
Group One Trading
567
Group One Trading
Illinois
$172K -$1.25M -29,768 -88%
CFO
568
CVA Family Office
Colorado
$161K +$505 +12 +0.3%
RS
569
R Squared
Hong Kong
$161K +$153K +3,640 New
BHWM
570
Bay Harbor Wealth Management
Maryland
$157K +$4.21K +100 +3%
AssetMark Inc
571
AssetMark Inc
California
$142K -$26.9K -640 -17%
GIA
572
GHP Investment Advisors
Colorado
$139K
QC
573
Quent Capital
New York
$127K
PS
574
Principal Securities
Iowa
$125K -$674 -16 -0.6%
WTC
575
WhitTier Trust Company
Nevada
$122K -$842 -20 -0.7%