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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 %
CAL
676
Capital Advisors Ltd
Ohio
$2K 11 – –
PPA
677
Painted Porch Advisors
California
$1.77K 10 +10 New
TFA
678
Toth Financial Advisory
Virginia
$1.77K 10 +10 New
KIM
679
Kestra Investment Management
Texas
$1.6K 9 +9 New
ICCON
680
Investment Counsel Company of Nevada
Nevada
$1.59K 9 +9 New
OCM
681
Orion Capital Management
California
$1.59K 9 +9 New
FMP
682
Financial Management Professionals
Texas
$1.41K 8 – –
CSWM
683
Cassady Schiller Wealth Management
Ohio
$1.41K 8 +8 New
RAM
684
Riggs Asset Management
Pennsylvania
$1.25K 7 +2 +40%
BIM
685
Breakwater Investment Management
Washington
$1.24K 7 – –
DPW
686
DiNuzzo Private Wealth
Pennsylvania
$1.06K 6 – –
PWMG
687
Prestige Wealth Management Group
New Jersey
$1.06K 6 – –
T
688
Transce3nd
Texas
$890 5 +5 New
SIC
689
SJS Investment Consulting
Ohio
$884 5 – –
RTC
690
Riverview Trust Company
Washington
$883 5 – –
NS
691
NBC Securities
Alabama
$841 4 -4,733 -100%
HWA
692
HHM Wealth Advisors
Tennessee
$707 4 +4 New
WCM
693
WealthTrak Capital Management
Virginia
$531 3 +3 New
RIL
694
Rothschild Investment LLC
Illinois
$530 3 – –
GFPC
695
Global Financial Private Client
Florida
$353 2 +2 New
WWP
696
WR Wealth Planners
Missouri
$353 2 +2 New
PWA
697
Principia Wealth Advisory
Texas
$353 2 +2 New
TFM
698
TFC Financial Management
Massachusetts
$177 1 – –
NC
699
NewSquare Capital
Pennsylvania
$177 1 +1 New
PWM
700
Parkworth Wealth Management
California
$177 1 +1 New
26 27
28
29 30