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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
WCM
701
WealthTrak Capital Management
Virginia
$531 +$505 +12 New
RIL
702
Rothschild Investment LLC
Illinois
$530
GFPC
703
Global Financial Private Client
Florida
$353 +$337 +8 New
PWA
704
Principia Wealth Advisory
Texas
$353 +$337 +8 New
WWP
705
WR Wealth Planners
Missouri
$353 +$337 +8 New
TFM
706
TFC Financial Management
Massachusetts
$177
NC
707
NewSquare Capital
Pennsylvania
$177 +$168 +4 New
PWM
708
Parkworth Wealth Management
California
$177 +$168 +4 New
ABI
709
Abrams Bison Investments
Maryland
-$56.9M -1,632,000 Closed
Lord, Abbett & Co
710
Lord, Abbett & Co
New Jersey
-$25.1M -720,000 Closed
IAIM
711
International Assets Investment Management
Florida
-$1.07K -596,460 Closed
RA
712
Rovida Advisors
Florida
-$13.9M -400,000 Closed
S2L
713
Sparta 24 Ltd
Israel
-$7.27M -208,708 Closed
AP
714
Antipodes Partners
Australia
-$6.54M -187,648 Closed
PCM
715
Pinnbrook Capital Management
New York
-$5.19M -148,956 Closed
FMI
716
Factory Mutual Insurance
Massachusetts
-$4.18M -120,000 Closed
BA
717
Bridgewater Associates
Connecticut
-$3.84M -110,184 Closed
DS
718
DRW Securities
Illinois
-$2.98M -85,444 Closed
AG
719
AIA Group
Hong Kong
-$2.55M -73,200 Closed
SO
720
STRS Ohio
Ohio
-$2.12M -60,804 Closed
FFO
721
Fiduciary Family Office
Florida
-$2.11M -60,480 Closed
Wolverine Trading
722
Wolverine Trading
Illinois
-$1.29M -37,400 Closed
CP
723
Cumberland Partners
Ontario, Canada
-$1.18M -34,000 Closed
RSWM
724
Robertson Stephens Wealth Management
California
-$781K -22,428 Closed
WG
725
Winton Group
United Kingdom
-$761K -21,856 Closed