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Interactive Brokers
IBKR

435 hedge funds and large institutions have $8.08B invested in Interactive Brokers in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $79.9M | Put options by funds: $40.2M

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $7.61B → $8.08B (+$469M)

3% more funds holding

Funds holding: 424 → 435 (+11)

2% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 149

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

7.68% less ownership

Funds ownership: 356.12% → 348.44% (-7.7%)

Holders
435
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
6.9%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
67
Increased
152
Reduced
149
Closed
52
Calls
$79.9M
Puts
$40.2M
Net Calls
+$39.7M
Net Calls Change
+$53M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
2
Fidelity International
Fidelity International
Bermuda
+$51.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$46.6M
4
Millennium Management
Millennium Management
New York
+$35.8M
5
Invesco
Invesco
Georgia
+$35.4M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$107M
2
Select Equity Group
Select Equity Group
New York
-$43.8M
3
BA
Bridgewater Associates
Connecticut
-$38.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$36.9M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$828M +$27.4M +1,232,944 +3%
BlackRock
2
BlackRock
New York
$780M +$22.2M +996,836 +3%
OAG
3
Orbis Allan Gray
Bermuda
$705M +$120K +5,388 +0%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$552M -$107M -4,790,644 -16%
CCM
5
Cantillon Capital Management
New York
$331M -$1.32M -59,356 -0.4%
GWM
6
Greenwich Wealth Management
Connecticut
$270M +$16.9M +758,220 +6%
State Street
7
State Street
Massachusetts
$257M +$13M +583,860 +5%
BCM
8
Bares Capital Management
Texas
$222M -$436K -19,616 -0.2%
Marshall Wace
9
Marshall Wace
United Kingdom
$220M +$8.38M +376,560 +4%
Bank of America
10
Bank of America
North Carolina
$171M -$2.66M -119,488 -1%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$158M -$28.1M -1,261,328 -15%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$154M +$107M +4,818,292 +212%
Select Equity Group
13
Select Equity Group
New York
$151M -$43.8M -1,968,028 -22%
Fidelity International
14
Fidelity International
Bermuda
$141M +$51.7M +2,322,800 +55%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$138M +$5.72M +257,204 +4%
Norges Bank
16
Norges Bank
Norway
$100M – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$85.3M +$1.01M +45,332 +1%
Wells Fargo
18
Wells Fargo
California
$82.7M -$8.41M -378,148 -9%
ABI
19
Abrams Bison Investments
Maryland
$80.5M – – –
CFM
20
Coronation Fund Managers
South Africa
$79.9M -$729K -32,780 -0.9%
BCM
21
Bronte Capital Management
Australia
$72.8M +$425K +19,108 +0.6%
Morgan Stanley
22
Morgan Stanley
New York
$72.5M +$8.1M +364,080 +12%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$68M +$46.6M +2,094,364 +200%
TCM
24
TimesSquare Capital Management
New York
$65.7M -$3.84M -172,496 -5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$64.9M -$140K -6,280 -0.2%
1
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IBKR Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2023, worth a combined $8.08B — up 6.2% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IBKR positions and 52 closed out — a net gain of 15 holders — while 152 added to existing stakes and 149 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $107M.

  • 435 institutional investors held Interactive Brokers (IBKR) as of Q3 2023, up from 424 in Q2 2023.
  • Funds reported $8.08B of Interactive Brokers stock for Q3 2023, up 6.2% quarter-over-quarter.
  • 67 funds opened new Interactive Brokers positions in Q3 2023 and 52 closed out, a net change of +15 holders.
  • The largest Interactive Brokers buyer in Q3 2023 was Fidelity Investments, an estimated $107M added.
  • The largest Interactive Brokers seller in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2023.