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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
BIG
676
Brooklyn Investment Group
New York
$3.53K +$505 +12 +18%
NECFA
677
New England Capital Financial Advisors
Connecticut
$3.53K +$3.37K +80 New
HWM
678
Hemington Wealth Management
Virginia
$3K +$1.68K +40 +125%
MA
679
Montag & Associates
Georgia
$2.68K
PWA
680
Physician Wealth Advisors
Utah
$2.47K +$2.36K +56 New
TCG
681
Transcendent Capital Group
Oklahoma
$2.3K
TCM
682
TD Capital Management
Tennessee
$2.12K +$2.02K +48 New
RS
683
Rakuten Securities
Japan
$2.12K -$2.02K -48 -50%
CAL
684
Capital Advisors Ltd
Ohio
$2K
PPA
685
Painted Porch Advisors
California
$1.77K +$1.68K +40 New
TFA
686
Toth Financial Advisory
Virginia
$1.77K +$1.68K +40 New
KIM
687
Kestra Investment Management
Texas
$1.59K +$1.52K +36 New
ICCON
688
Investment Counsel Company of Nevada
Nevada
$1.59K +$1.52K +36 New
OCM
689
Orion Capital Management
California
$1.59K +$1.52K +36 New
FMP
690
Financial Management Professionals
Texas
$1.41K
CSWM
691
Cassady Schiller Wealth Management
Ohio
$1.41K +$1.35K +32 New
RAM
692
Riggs Asset Management
Pennsylvania
$1.25K +$337 +8 +40%
BIM
693
Breakwater Investment Management
Washington
$1.24K
DPW
694
DiNuzzo Private Wealth
Pennsylvania
$1.06K
PWMG
695
Prestige Wealth Management Group
New Jersey
$1.06K
T
696
Transce3nd
Texas
$890 +$842 +20 New
SIC
697
SJS Investment Consulting
Ohio
$884
RTC
698
Riverview Trust Company
Washington
$883
NS
699
NBC Securities
Alabama
$841 -$797K -18,932 -100%
HWA
700
HHM Wealth Advisors
Tennessee
$707 +$674 +16 New