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Interactive Brokers
IBKR

Overview Fund Activity

581 hedge funds and large institutions have $12.7B invested in Interactive Brokers in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 232 increasing their positions, 183 reducing their positions, and 54 closing their positions.

Holders
581
Holders Change
+35
Holders Change %
+6.41%
% 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
0.35%
New
93
Increased
232
Reduced
183
Closed
54
Calls
$125M
Puts
$139M
Net Calls
-$13.8M
Net Calls Change
-$71.5M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$83.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.42B
3
BlackRock
3
BlackRock
New York
$1.33B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$471M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$52.8M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
BCM
2
Bares Capital Management
Texas
$156M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$194M
4
Millennium Management
4
Millennium Management
New York
$81M
5
OAG
5
Orbis Allan Gray
Bermuda
$906M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B 10,199,141 +281,901 +3%
BlackRock
2
BlackRock
New York
$1.33B 9,572,432 +270,538 +3%
OAG
3
Orbis Allan Gray
Bermuda
$906M 6,503,137 -458,590 -7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$560M 4,017,082 +11,379 +0.3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$541M 3,883,225 +98,094 +3%
ECU
6
Egerton Capital (UK)
United Kingdom
$471M 3,382,513 +249,143 +8%
CCM
7
Cantillon Capital Management
New York
$471M 3,377,643 -100,932 -3%
State Street
8
State Street
Massachusetts
$449M 3,222,135 +52,911 +2%
GWM
9
Greenwich Wealth Management
Connecticut
$415M 2,979,223 -149 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$288M 2,065,535 +106,392 +5%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$203M 1,454,505 -74,285 -5%
Morgan Stanley
12
Morgan Stanley
New York
$195M 1,397,274 -20,556 -1%
Marshall Wace
13
Marshall Wace
United Kingdom
$194M 1,391,096 -1,115,963 -45%
Bank of America
14
Bank of America
North Carolina
$170M 1,221,786 +36,924 +3%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$162M 1,162,815 -68,199 -6%
BCM
16
Bares Capital Management
Texas
$156M 1,116,524 -1,416,141 -56%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$153M 1,094,598 +119,187 +12%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$151M 1,082,556 -337,176 -24%
Wells Fargo
19
Wells Fargo
California
$140M 1,002,950 +177,475 +21%
BAMCO Inc
20
BAMCO Inc
New York
$127M 912,608 +127,640 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$117M 839,390 -88,877 -10%
BCM
22
Bronte Capital Management
Australia
$116M 833,627 +23,828 +3%
Charles Schwab
23
Charles Schwab
California
$111M 799,423 +17,195 +2%
Northern Trust
24
Northern Trust
Illinois
$106M 763,989 -9,552 -1%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$98.7M 708,333 +61,798 +10%
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