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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
VCM
626
Versant Capital Management
Arizona
$31.4K +$12K +284 +66%
SA
627
SRH Advisors
Kansas
$28.3K +$26.9K +640 New
CJ
628
Caitlin John
Michigan
$26K -$1.35K -32 -5%
MCM
629
MAI Capital Management
Ohio
$25.4K +$24.3K +576 New
CIM
630
Contravisory Investment Management
Massachusetts
$24.9K +$23.7K +564 New
CFGS
631
Concourse Financial Group Securities
Alabama
$21.6K -$8.25K -196 -32%
VSQM
632
V-Square Quantitative Management
Illinois
$21K +$20K +476 New
CFB
633
Cullen/Frost Bankers
Texas
$20.2K +$16.7K +396 +619%
CAL
634
Capital Analysts LLC
Pennsylvania
$20K
ANBT
635
American National Bank & Trust
Texas
$18.2K -$5.89K -140 -25%
DB
636
Danske Bank
Denmark
$17.7K -$33.7K -800 -67%
TAM
637
Tucker Asset Management
Colorado
$17.3K -$4.88K -116 -23%
HI
638
Harbour Investments
Wisconsin
$16.4K +$3.2K +76 +26%
CT
639
Coastline Trust
Rhode Island
$15K
FIA
640
FPC Investment Advisory
California
$13.3K +$10.3K +244 New
MG
641
Mather Group
Illinois
$12.2K +$11.6K +276 New
FHA
642
First Horizon Advisors
Tennessee
$11.8K
HWM
643
HighMark Wealth Management
Minnesota
$11.6K -$5.05K -120 -32%
CT
644
Colonial Trust
South Carolina
$10.9K +$3.71K +88 +55%
SC
645
SouthState Corp
Florida
$10.8K +$8.42K +200 +455%
PMFA
646
Plante Moran Financial Advisors
Michigan
$10.6K +$10.1K +240 New
AF
647
Advisornet Financial
Minnesota
$10.5K -$8.08K -192 -45%
LFG
648
Larson Financial Group
Missouri
$10.3K +$842 +20 +9%
OP
649
ORG Partners
Indiana
$10.3K -$505 -12 -5%
RI
650
Ridgewood Investments
New Jersey
$9.54K