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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 %
CI Investments Inc
576
CI Investments Inc
Ontario, Canada
$90K 511 -301 -37%
UB
577
UMB Bank
Missouri
$86.2K 488 +200 +69%
SAM
578
Smartleaf Asset Management
Massachusetts
$85.9K 480 +122 +34%
ACM
579
Accent Capital Management
Ohio
$84.8K 480 – –
KIG
580
Kessler Investment Group
Indiana
$81.8K 463 -241 -34%
Asset Management One
581
Asset Management One
Japan
$81.6K 456 +47 +11%
AAP
582
Arax Advisory Partners
Colorado
$76K 430 +170 +65%
AWM
583
Activest Wealth Management
Florida
$69.4K 393 – –
DIP
584
DT Investment Partners
Pennsylvania
$68.7K 389 – –
WBC
585
Westpac Banking Corp
Australia
$67.1K 380 – –
C
586
Covestor
United Kingdom
$66K 374 +164 +78%
Q1WB
587
Quest 10 Wealth Builders
Virginia
$64.8K 367 +367 New
PA
588
Parallel Advisors
California
$64.1K 363 +17 +5%
DWM
589
Darwin Wealth Management
Florida
$61.9K 350 – –
BAM
590
BOCHK Asset Management
Hong Kong
$61.8K 350 +350 New
AF
591
Atala Financial
California
$61.8K 350 +350 New
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$60.8K 344 +114 +50%
HNB
593
Huntington National Bank
Ohio
$59.9K 339 -81 -19%
HCP
594
Hexagon Capital Partners
Arkansas
$59.9K 339 +339 New
WSFS
595
Wilmington Savings Fund Society
Delaware
$59.5K 337 +171 +103%
SS
596
SBI Securities
Japan
$57.9K 328 +328 New
WT
597
Whittier Trust
California
$55.8K 316 +263 +496%
MFG
598
Mendota Financial Group
Wisconsin
$54.9K 311 -270 -46%
PFP
599
Pinnacle Financial Partners
Tennessee
$51.6K 370 – –
FFO
600
Fortitude Family Office
Arizona
$50.9K 288 +148 +106%
22 23
24
25 26