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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 %
GVAG
551
Great Valley Advisor Group
Delaware
$206K 1,170 +1,170 New
RF
552
Roxbury Financial
New Jersey
$202K 1,055 +1,055 New
PSFG
553
Park Square Financial Group
Georgia
$200K 1,131 +1,131 New
WPWM
554
Western Pacific Wealth Management
Illinois
$194K 1,100 – –
Mirae Asset Global ETFs Holdings
555
Mirae Asset Global ETFs Holdings
Hong Kong
$186K 1,046 +350 +50%
EBA
556
Eagle Bay Advisors
New York
$183K 1,034 -87 -8%
FFA
557
Farther Finance Advisors
California
$183K 1,034 +224 +28%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$176K 996 -10 -1%
S
559
SignatureFD
Georgia
$173K 978 -381 -28%
Group One Trading
560
Group One Trading
Illinois
$172K 975 -7,442 -88%
CFO
561
CVA Family Office
Colorado
$161K 912 +3 +0.3%
RS
562
R Squared
Hong Kong
$161K 910 +910 New
BHWM
563
Bay Harbor Wealth Management
Maryland
$157K 886 +25 +3%
AssetMark Inc
564
AssetMark Inc
California
$142K 802 -160 -17%
GIA
565
GHP Investment Advisors
Colorado
$139K 785 – –
QC
566
Quent Capital
New York
$127K 721 – –
PS
567
Principal Securities
Iowa
$125K 708 -4 -0.6%
WTC
568
WhitTier Trust Company
Nevada
$122K 689 -5 -0.7%
A
569
AlphaQuest
New York
$118K 670 -4,718 -88%
AIM
570
Anchor Investment Management
South Carolina
$113K 638 – –
LC
571
Lindbrook Capital
California
$111K 629 +23 +4%
GWP
572
Gen-Wealth Partners
Michigan
$104K 590 – –
Toronto Dominion Bank
573
Toronto Dominion Bank
Ontario, Canada
$102K 576 -78 -12%
PTC
574
Private Trust Company
Ohio
$93.1K 527 -13 -2%
TIM
575
Tortoise Investment Management
New York
$90.1K 510 +220 +76%
21 22
23
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