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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 %
GSC
726
Ground Swell Capital
South Carolina
– – -1,595 Closed
SGI
727
Summit Global Investments
Utah
– – -1,573 Closed
NP
728
NorthRock Partners
Minnesota
– – -1,506 Closed
RAM
729
Ramirez Asset Management
New York
– – -1,200 Closed
Daiwa Securities Group
730
Daiwa Securities Group
Japan
– – -905 Closed
BWP
731
Baldwin Wealth Partners
Massachusetts
– – -622 Closed
GSEP
732
Golden State Equity Partners
California
– – -316 Closed
HT
733
Headlands Technologies
Illinois
– – -180 Closed
BTI
734
Blue Trust Inc
Georgia
– – -97 Closed
HWP
735
Highline Wealth Partners
California
– – -66 Closed
CPA
736
Capital Performance Advisors
California
– – -16 Closed
MIFH
737
Migdal Insurance & Financial Holdings
Israel
– – -4 Closed
CA
738
Claris Advisors
Missouri
– – -2 Closed
AS
739
Altshuler Shaham
Israel
– – – –
SFCL
740
Strengthening Families & Communities LLC
Massachusetts
– – – –
IMC Chicago
741
IMC Chicago
Illinois
– – – –
CSS
742
Cubist Systematic Strategies
Connecticut
– – – –
Simplex Trading
743
Simplex Trading
Illinois
– – – –
Balyasny Asset Management
744
Balyasny Asset Management
Illinois
– – – –
IP
745
Interval Partners
New York
– – – –
CCM
746
CAAS Capital Management
New York
– – – –
Lazard Asset Management
747
Lazard Asset Management
New York
$0 3 – –
PEAK6
748
PEAK6
Illinois
– – – –
Parallax Volatility Advisers
749
Parallax Volatility Advisers
California
– – – –
26 27 28 29
30