IBKR icon

Interactive Brokers
IBKR

Overview Fund Activity

546 hedge funds and large institutions have $11.5B invested in Interactive Brokers in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 183 reducing their positions, and 42 closing their positions.

Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.94%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
99
Increased
196
Reduced
183
Closed
42
Calls
$177M
Puts
$119M
Net Calls
+$57.7M
Net Calls Change
+$60.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$133M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$307M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$384M
4
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$37.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$491M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$464M
2
CFM
2
Coronation Fund Managers
South Africa
$46.7M
3
Fidelity International
3
Fidelity International
Bermuda
$62.8M
4
CI
4
Cooper Investors
Australia
$18.2M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B 9,917,240 +239,775 +2%
BlackRock
2
BlackRock
New York
$1.14B 9,301,894 +210,611 +2%
OAG
3
Orbis Allan Gray
Bermuda
$854M 6,961,727 -168,019 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$491M 4,005,703 +302,935 +8%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$464M 3,785,131 -1,352,485 -26%
CCM
6
Cantillon Capital Management
New York
$426M 3,478,575 -177,129 -5%
State Street
7
State Street
Massachusetts
$389M 3,169,224 -21,156 -0.7%
ECU
8
Egerton Capital (UK)
United Kingdom
$384M 3,133,370 +309,673 +11%
GWM
9
Greenwich Wealth Management
Connecticut
$365M 2,979,372 +8,038 +0.3%
BCM
10
Bares Capital Management
Texas
$311M 2,532,665 -277,466 -10%
Marshall Wace
11
Marshall Wace
United Kingdom
$307M 2,507,059 +481,826 +24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$240M 1,959,143 +84,701 +5%
Norges Bank
13
Norges Bank
Norway
$202M 1,648,852 +196,859 +14%
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$187M 1,528,790 -181,496 -11%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$174M 1,419,732 -59,287 -4%
Morgan Stanley
16
Morgan Stanley
New York
$174M 1,417,830 -412,188 -23%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$151M 1,231,014 -18,638 -1%
Bank of America
18
Bank of America
North Carolina
$145M 1,184,862 +171,212 +17%
Millennium Management
19
Millennium Management
New York
$133M 1,082,017 +1,004,289 +1,292%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$120M 975,411 +232,516 +31%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$114M 928,267 -51,873 -5%
Wells Fargo
22
Wells Fargo
California
$101M 825,475 -93,382 -10%
BCM
23
Bronte Capital Management
Australia
$99.3M 809,799 -32,626 -4%
BAMCO Inc
24
BAMCO Inc
New York
$96.2M 784,968 +20,000 +3%
Charles Schwab
25
Charles Schwab
California
$95.9M 782,228 +11,410 +1%
1
2 3 4 5