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
A
576
AlphaQuest
New York
$118K -$795K -18,872 -88%
AIM
577
Anchor Investment Management
South Carolina
$113K
LC
578
Lindbrook Capital
California
$111K +$3.87K +92 +4%
GWP
579
Gen-Wealth Partners
Michigan
$104K
Toronto Dominion Bank
580
Toronto Dominion Bank
Ontario, Canada
$102K -$13.1K -312 -12%
PTC
581
Private Trust Company
Ohio
$93.1K -$2.19K -52 -2%
TIM
582
Tortoise Investment Management
New York
$90.1K +$37K +880 +76%
CI Investments Inc
583
CI Investments Inc
Ontario, Canada
$90K -$50.7K -1,204 -37%
UB
584
UMB Bank
Missouri
$86.2K +$33.7K +800 +69%
SAM
585
Smartleaf Asset Management
Massachusetts
$85.9K +$20.5K +488 +34%
ACM
586
Accent Capital Management
Ohio
$84.8K
KIG
587
Kessler Investment Group
Indiana
$81.8K -$40.6K -964 -34%
Asset Management One
588
Asset Management One
Japan
$81.6K +$7.92K +188 +11%
AAP
589
Arax Advisory Partners
Colorado
$76K +$28.6K +680 +65%
AWM
590
Activest Wealth Management
Florida
$69.4K
DIP
591
DT Investment Partners
Pennsylvania
$68.7K
WBC
592
Westpac Banking Corp
Australia
$67.1K
C
593
Covestor
United Kingdom
$66K +$27.6K +656 +78%
Q1WB
594
Quest 10 Wealth Builders
Virginia
$64.8K +$61.8K +1,468 New
PA
595
Parallel Advisors
California
$64.1K +$2.86K +68 +5%
DWM
596
Darwin Wealth Management
Florida
$61.9K
AF
597
Atala Financial
California
$61.8K +$58.9K +1,400 New
BAM
598
BOCHK Asset Management
Hong Kong
$61.8K +$58.9K +1,400 New
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$60.8K +$19.2K +456 +50%
HNB
600
Huntington National Bank
Ohio
$59.9K -$13.6K -324 -19%