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Interactive Brokers

586 hedge funds and large institutions have $12.9B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 234 increasing their positions, 185 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 52

26% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 185

13% more capital invested

Capital invested by funds: $11.4B → $12.9B (+$1.48B)

7% more funds holding

Funds holding: 548586 (+38)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

10% less call options, than puts

Call options by funds: $125M | Put options by funds: $139M

7.39% less ownership

Funds ownership: 348.66%341.27% (-7.4%)

Holders
586
Holders Change
+38
Holders Change %
+6.93%
% of All Funds
8.41%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.34%
New
94
Increased
234
Reduced
185
Closed
52
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B +$34.9M +1,127,604 +3%
BlackRock
2
BlackRock
New York
$1.33B +$33.5M +1,082,152 +3%
OAG
3
Orbis Allan Gray
Bermuda
$906M -$56.8M -1,834,360 -7%
JP Morgan Chase
4
JP Morgan Chase
New York
$560M +$1.41M +45,516 +0.3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$541M +$12.1M +392,376 +3%
ECU
6
Egerton Capital (UK)
United Kingdom
$471M +$30.9M +996,572 +8%
CCM
7
Cantillon Capital Management
New York
$471M -$12.5M -403,728 -3%
State Street
8
State Street
Massachusetts
$449M +$6.55M +211,644 +2%
GWM
9
Greenwich Wealth Management
Connecticut
$415M -$18.5K -596 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$288M +$13.2M +425,568 +5%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$203M -$9.2M -297,140 -5%
Morgan Stanley
12
Morgan Stanley
New York
$195M -$2.55M -82,224 -1%
Marshall Wace
13
Marshall Wace
United Kingdom
$194M -$138M -4,463,852 -45%
Norges Bank
14
Norges Bank
Norway
$179M -$45.6M -1,471,692 -22%
Bank of America
15
Bank of America
North Carolina
$170M +$4.57M +147,696 +3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$162M -$8.45M -272,796 -6%
BCM
17
Bares Capital Management
Texas
$156M -$175M -5,664,564 -56%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$153M +$14.8M +476,748 +12%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$151M -$41.8M -1,348,704 -24%
Wells Fargo
20
Wells Fargo
California
$140M +$22M +709,900 +21%
BAMCO Inc
21
BAMCO Inc
New York
$127M +$15.8M +510,560 +16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$117M -$11M -355,508 -10%
BCM
23
Bronte Capital Management
Australia
$116M +$2.95M +95,312 +3%
Charles Schwab
24
Charles Schwab
California
$111M +$2.13M +68,780 +2%
Northern Trust
25
Northern Trust
Illinois
$106M -$1.18M -38,208 -1%

IBKR Hedge Fund Activity: Q3 2024 in Review

586 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q3 2024, worth a combined $12.9B — up 13% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new IBKR positions and 52 closed out — a net gain of 42 holders — while 234 added to existing stakes and 185 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $74.3M. The largest seller was Bares Capital Management, cutting an estimated $175M.

  • 586 institutional investors held Interactive Brokers (IBKR) as of Q3 2024, up from 548 in Q2 2024.
  • Funds reported $12.9B of Interactive Brokers stock for Q3 2024, up 13% quarter-over-quarter.
  • 94 funds opened new Interactive Brokers positions in Q3 2024 and 52 closed out, a net change of +42 holders.
  • The largest Interactive Brokers buyer in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $74.3M added.
  • The largest Interactive Brokers seller in Q3 2024 was Bares Capital Management, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2024.