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
HCP
601
Hexagon Capital Partners
Arkansas
$59.9K +$57.1K +1,356 New
WSFS
602
Wilmington Savings Fund Society
Delaware
$59.5K +$28.8K +684 +103%
SS
603
SBI Securities
Japan
$57.9K +$55.2K +1,312 New
WT
604
Whittier Trust
California
$55.8K +$44.3K +1,052 +496%
MFG
605
Mendota Financial Group
Wisconsin
$54.9K -$45.5K -1,080 -46%
PFPT
606
Pinnacle Financial Partners (Tennessee)
Tennessee
$51.6K
FFO
607
Fortitude Family Office
Arizona
$50.9K +$24.9K +592 +106%
MHR
608
Matthew Hamilton Rosenberg
$49.5K
Mitsubishi UFJ Asset Management
609
Mitsubishi UFJ Asset Management
Japan
$48K +$26.4K +628 +151%
RA
610
Rise Advisors
New York
$46.9K +$168 +4 +0.4%
FFA
611
Fairfield Financial Advisors
Massachusetts
$46.1K
ATC
612
Adirondack Trust Company
New York
$44.2K
WI
613
Wintrust Investments
Illinois
$44K -$60.1K -1,428 -59%
PFBT
614
Parkside Financial Bank & Trust
Missouri
$43.3K +$3.71K +88 +10%
CFD
615
Creative Financial Designs
Indiana
$41.5K
LFA
616
LGT Financial Advisors
Texas
$36.9K +$30.1K +716 +597%
CIAM
617
Caitong International Asset Management
Hong Kong
$35.5K +$33.9K +804 New
SC
618
Solstein Capital
California
$35.3K
HIA
619
Harbor Investment Advisory
Maryland
$35.3K +$16.8K +400 +100%
SN
620
Sittner & Nelson
Oregon
$34.8K
BA
621
Bellwether Advisors
Nebraska
$34.8K +$33.2K +788 New
ST
622
Smithfield Trust
Pennsylvania
$34K -$25.9K -616 -45%
RWM
623
Rialto Wealth Management
New York
$33.2K +$31.7K +752 New
ACM
624
Aster Capital Management
United Arab Emirates
$32.9K +$8.93K +212 +40%
AWM
625
Avior Wealth Management
Nebraska
$31.5K +$4.88K +116 +19%