We are live on ! Find out more
IBKR icon

Interactive Brokers

347 hedge funds and large institutions have $5.73B invested in Interactive Brokers in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 144 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $17.4M

43% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 101

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

4.91% more ownership

Funds ownership: 348.79%353.7% (+4.9%)

2% more funds holding

Funds holding: 339347 (+8)

16% less capital invested

Capital invested by funds: $6.79B → $5.73B (-$1.06B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
54
Increased
144
Reduced
101
Closed
43
Calls
$33.8M
Puts
$17.4M
Net Calls
+$16.4M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
201
ETF Managers Group
New Jersey
$643K +$11.8K +688 +2%
MAM
202
Mystic Asset Management
Rhode Island
$636K
AO
203
Advisor OS
Illinois
$636K +$73.7K +4,280 +12%
PVH
204
Psagot Value Holdings
Israel
$625K +$653K +37,920 New
SG Americas Securities
205
SG Americas Securities
New York
$624K -$18.4K -1,068 -3%
X
206
Xponance
Pennsylvania
$624K -$11.2K -648 -2%
GTCM
207
Gyon Technologies Capital Management
New Jersey
$617K +$407K +23,648 +172%
DIA
208
Dana Investment Advisors
Wisconsin
$616K -$264K -15,348 -29%
LA
209
LVW Advisors
New York
$613K -$55.7K -3,236 -8%
EWA
210
EverSource Wealth Advisors
Alabama
$570K +$322K +18,680 +117%
GI
211
GAMCO Investors
Connecticut
$547K +$152K +8,800 +36%
CGH
212
Crossmark Global Holdings
Texas
$539K +$29K +1,684 +5%
PWS
213
Precision Wealth Strategies
Missouri
$536K -$55.8K -3,240 -9%
Prudential Financial
214
Prudential Financial
New Jersey
$520K -$52.8K -3,064 -9%
SAM
215
Securian Asset Management
Minnesota
$516K
CTC
216
Central Trust Company
Missouri
$513K -$175K -10,160 -25%
ASN
217
Advisory Services Network
Georgia
$511K +$535K +31,060 New
YMRC
218
Yorktown Management & Research Company
Virginia
$478K
CDH
219
Charles D. Hyman
$472K
DS
220
DRW Securities
Illinois
$461K +$482K +28,000 New
IWA
221
Intercontinental Wealth Advisors
Texas
$440K +$4.55K +264 +1%
MS
222
Maven Securities
Jersey
$439K -$585K -34,000 -56%
Amundi
223
Amundi
France
$437K -$74.2K -4,308 -14%
II
224
Inspire Investing
Idaho
$435K -$12.2K -708 -3%
BFM
225
Boothbay Fund Management
New York
$435K +$454K +26,380 New