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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
Capital Fund Management (CFM)
176
Capital Fund Management (CFM)
France
$6.09M +$5.81M +137,984 New
Credit Agricole
177
Credit Agricole
France
$6.01M -$1.24M -29,528 -18%
ZIM
178
Zacks Investment Management
Illinois
$5.94M -$45K -1,068 -0.8%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$5.61M -$128K -3,040 -2%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$5.59M -$4.13M -98,020 -44%
Man Group
181
Man Group
United Kingdom
$5.59M -$7.73M -183,524 -59%
ASRS
182
Arizona State Retirement System
Arizona
$5.58M +$382K +9,076 +8%
WI
183
WBI Investments
New Jersey
$5.55M +$5.29M +125,636 New
IWA
184
IBEX Wealth Advisors
New Jersey
$5.5M +$5.25M +124,592 New
OIA
185
OneDigital Investment Advisors
Kansas
$5.39M +$115K +2,736 +2%
AI
186
Atria Investments
North Carolina
$5.35M -$260K -6,184 -5%
LSERS
187
Louisiana State Employees Retirement System
Louisiana
$5.34M
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$5.12M +$463K +11,008 +10%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$5.12M +$966K +22,956 +25%
GAM
190
Gotham Asset Management
New York
$5.01M -$365K -8,664 -7%
PGCM
191
Prescott Group Capital Management
Oklahoma
$4.93M
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$4.87M -$418K -9,940 -8%
GCM
193
Graham Capital Management
Connecticut
$4.81M -$1.13M -26,780 -20%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$4.77M +$1.77M +42,052 +64%
CAMG
195
CWA Asset Management Group
Florida
$4.69M -$278K -6,592 -6%
SA
196
Sanctuary Advisors
Indiana
$4.66M -$60.1K -1,428 -2%
SPIA
197
Steward Partners Investment Advisory
New York
$4.65M +$53.6K +1,272 +1%
KCM
198
Kennondale Capital Management
Virginia
$4.62M +$4.4M +104,616 New
SOMRS
199
State of Michigan Retirement System
Michigan
$4.55M -$16.8K -400 -0.4%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$4.53M +$8.42K +200 +0.2%