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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

Holders
701
Holders Change
+120
Holders Change %
+20.65%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$264M
2
Norges Bank
2
Norges Bank
Norway
$229M
3
Bank of America
3
Bank of America
North Carolina
$413M
4
BlackRock
4
BlackRock
New York
$1.83B
5
Raymond James Financial
5
Raymond James Financial
Florida
$120M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
2
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$45.5M
5
ABI
5
Abrams Bison Investments
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.83B 10,333,810 +761,378 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.78B 10,071,517 -127,624 -1%
OAG
3
Orbis Allan Gray
Bermuda
$934M 5,285,505 -1,217,632 -19%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$705M 3,988,370 -28,712 -0.7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$687M 3,887,814 +4,589 +0.1%
CCM
6
Cantillon Capital Management
New York
$600M 3,395,690 +18,047 +0.5%
State Street
7
State Street
Massachusetts
$593M 3,354,590 +132,455 +4%
GWM
8
Greenwich Wealth Management
Connecticut
$490M 2,774,582 -204,641 -7%
Bank of America
9
Bank of America
North Carolina
$413M 2,338,972 +1,117,186 +91%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$399M 2,259,032 +193,497 +9%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$398M 2,252 +81 +4%
ECU
12
Egerton Capital (UK)
United Kingdom
$327M 1,848,173 -1,534,340 -45%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$264M 1,494,029 +1,476,135 +8,249%
Norges Bank
14
Norges Bank
Norway
$229M 1,297,989 +1,297,989 New
Morgan Stanley
15
Morgan Stanley
New York
$229M 1,297,923 -99,351 -7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$226M 1,281,882 +187,284 +17%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$217M 1,239,524 -214,981 -15%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$202M 1,143,729 -19,086 -2%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$192M 1,084,337 +376,004 +53%
BCM
20
Bares Capital Management
Texas
$168M 951,647 -164,877 -15%
Wells Fargo
21
Wells Fargo
California
$167M 947,826 -55,124 -5%
BAMCO Inc
22
BAMCO Inc
New York
$161M 913,967 +1,359 +0.1%
Northern Trust
23
Northern Trust
Illinois
$155M 876,489 +112,500 +15%
Charles Schwab
24
Charles Schwab
California
$145M 818,198 +18,775 +2%
Invesco
25
Invesco
Georgia
$135M 765,959 +214,844 +39%
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