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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 %
CFB
626
Cullen/Frost Bankers
Texas
$20.2K 115 +99 +619%
CAL
627
Capital Analysts LLC
Pennsylvania
$20K 116 – –
ANBT
628
American National Bank & Trust
Texas
$18.2K 103 -35 -25%
TAM
629
Tucker Asset Management
Colorado
$17.3K 98 -29 -23%
HI
630
Harbour Investments
Wisconsin
$16.4K 93 +19 +26%
CT
631
Coastline Trust
Rhode Island
$15K 85 – –
FIA
632
FPC Investment Advisory
California
$13.3K 61 +61 New
MG
633
Mather Group
Illinois
$12.2K 69 +69 New
FHA
634
First Horizon Advisors
Tennessee
$11.8K 67 – –
HWM
635
HighMark Wealth Management
Minnesota
$11.6K 65 -30 -32%
CT
636
Colonial Trust
South Carolina
$10.9K 62 +22 +55%
SC
637
SouthState Corp
Florida
$10.8K 61 +50 +455%
PMFA
638
Plante Moran Financial Advisors
Michigan
$10.6K 60 +60 New
AF
639
Advisornet Financial
Minnesota
$10.5K 59 -48 -45%
LFG
640
Larson Financial Group
Missouri
$10.3K 58 +5 +9%
OP
641
ORG Partners
Indiana
$10.3K 58 -3 -5%
RI
642
Ridgewood Investments
New Jersey
$9.54K 54 – –
MAM
643
Meeder Asset Management
Ohio
$9.54K 54 +54 New
CA
644
CoreCap Advisors
Michigan
$9.36K 53 +25 +89%
QL
645
Quarry LP
New York
$9.01K 51 +51 New
HPC
646
HM Payson & Co
Maine
$8.83K 50 – –
CTC
647
Cetera Trust Company
Minnesota
$8.83K 50 – –
ETS
648
ESL Trust Services
New York
$8.13K 46 – –
BGAI
649
Bruce G. Allen Investments
Colorado
$7.95K 45 – –
LWA
650
Lowe Wealth Advisors
Maryland
$7.42K 42 +42 New
24 25
26
27 28