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 %
HNW
651
High Note Wealth
Minnesota
$7.42K 42 +42 New
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$6.89K 39 – –
SIM
653
Synergy Investment Management
Florida
$6.01K 34 +34 New
CWC
654
Carolinas Wealth Consulting
North Carolina
$5.83K 33 -55 -63%
ADL
655
Asset Dedication LLC
California
$5.48K 31 – –
CSC
656
Caldwell Sutter Capital
California
$5.3K 30 – –
AA
657
Ancora Advisors
Ohio
$5.3K 30 – –
HI
658
Horizon Investments
North Carolina
$5.12K 29 – –
SS
659
Sunbelt Securities
Texas
$5.06K 28 -22 -44%
AWM
660
Abound Wealth Management
Tennessee
$4.95K 28 – –
WB
661
Webster Bank
Connecticut
$4.59K 26 – –
ME
662
McIlrath & Eck
Washington
$4.42K 25 – –
CPL
663
Capital & Planning LLC
Georgia
$4.42K 25 +25 New
VWA
664
Valued Wealth Advisors
Utah
$4.24K 24 – –
BCMLT
665
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.24K 24 – –
JWA
666
JFS Wealth Advisors
Pennsylvania
$3.71K 21 – –
BIA
667
Bell Investment Advisors
California
$3.71K 21 +5 +31%
BIG
668
Brooklyn Investment Group
New York
$3.53K 20 +3 +18%
NECFA
669
New England Capital Financial Advisors
Connecticut
$3.53K 20 +20 New
HWM
670
Hemington Wealth Management
Virginia
$3K 18 +10 +125%
MA
671
Montag & Associates
Georgia
$2.68K 15 – –
PWA
672
Physician Wealth Advisors
Utah
$2.47K 14 +14 New
TCG
673
Transcendent Capital Group
Oklahoma
$2.3K 13 – –
TCM
674
TD Capital Management
Tennessee
$2.12K 12 +12 New
RS
675
Rakuten Securities
Japan
$2.12K 12 -12 -50%
25 26
27
28 29