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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
MAM
651
Meeder Asset Management
Ohio
$9.54K +$9.09K +216 New
CA
652
CoreCap Advisors
Michigan
$9.36K +$4.21K +100 +89%
QL
653
Quarry LP
New York
$9.01K +$8.59K +204 New
CTC
654
Cetera Trust Company
Minnesota
$8.83K
HPC
655
HM Payson & Co
Maine
$8.83K
ETS
656
ESL Trust Services
New York
$8.13K
BGAI
657
Bruce G. Allen Investments
Colorado
$7.95K
HNW
658
High Note Wealth
Minnesota
$7.42K +$7.07K +168 New
LWA
659
Lowe Wealth Advisors
Maryland
$7.42K +$7.07K +168 New
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$6.89K
SIM
661
Synergy Investment Management
Florida
$6.01K +$5.73K +136 New
CWC
662
Carolinas Wealth Consulting
North Carolina
$5.83K -$9.26K -220 -63%
ADL
663
Asset Dedication LLC
California
$5.48K
AA
664
Ancora Advisors
Ohio
$5.3K
CSC
665
Caldwell Sutter Capital
California
$5.3K
HI
666
Horizon Investments
North Carolina
$5.12K
SS
667
Sunbelt Securities
Texas
$5.06K -$3.71K -88 -44%
AWM
668
Abound Wealth Management
Tennessee
$4.95K
WB
669
Webster Bank
Connecticut
$4.59K
ME
670
McIlrath & Eck
Washington
$4.42K
CPL
671
Capital & Planning LLC
Georgia
$4.42K +$4.21K +100 New
VWA
672
Valued Wealth Advisors
Utah
$4.24K
BCMLT
673
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.24K
JWA
674
JFS Wealth Advisors
Pennsylvania
$3.71K
BIA
675
Bell Investment Advisors
California
$3.71K +$842 +20 +31%