IBKR icon

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 %
MHR
601
Matthew Hamilton Rosenberg
$49.5K 280 – –
Mitsubishi UFJ Asset Management
602
Mitsubishi UFJ Asset Management
Japan
$48K 261 +157 +151%
RA
603
Rise Advisors
New York
$46.9K 266 +1 +0.4%
FFA
604
Fairfield Financial Advisors
Massachusetts
$46.1K 261 – –
ATC
605
Adirondack Trust Company
New York
$44.2K 250 – –
WI
606
Wintrust Investments
Illinois
$44K 250 -357 -59%
PFBT
607
Parkside Financial Bank & Trust
Missouri
$43.3K 245 +22 +10%
CFD
608
Creative Financial Designs
Indiana
$41.5K 235 – –
LFA
609
LGT Financial Advisors
Texas
$36.9K 209 +179 +597%
CIAM
610
Caitong International Asset Management
Hong Kong
$35.5K 201 +201 New
SC
611
Solstein Capital
California
$35.3K 200 – –
HIA
612
Harbor Investment Advisory
Maryland
$35.3K 200 +100 +100%
SN
613
Sittner & Nelson
Oregon
$34.8K 197 – –
BA
614
Bellwether Advisors
Nebraska
$34.8K 197 +197 New
ST
615
Smithfield Trust
Pennsylvania
$34K 191 -154 -45%
RWM
616
Rialto Wealth Management
New York
$33.2K 188 +188 New
ACM
617
Aster Capital Management
United Arab Emirates
$32.9K 186 +53 +40%
AWM
618
Avior Wealth Management
Nebraska
$31.5K 178 +29 +19%
VCM
619
Versant Capital Management
Arizona
$31.4K 178 +71 +66%
SA
620
SRH Advisors
Kansas
$28.3K 160 +160 New
CJ
621
Caitlin John
Michigan
$26K 147 -8 -5%
MCM
622
MAI Capital Management
Ohio
$25.4K 144 +144 New
CIM
623
Contravisory Investment Management
Massachusetts
$24.9K 141 +141 New
CFGS
624
Concourse Financial Group Securities
Alabama
$21.6K 103 -49 -32%
VSQM
625
V-Square Quantitative Management
Illinois
$21K 119 +119 New
23 24
25
26 27