We are live on ! Find out more
IBKR icon

Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% 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
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.83B +$128M +3,045,512 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.78B -$21.5M -510,496 -1%
OAG
3
Orbis Allan Gray
Bermuda
$934M -$205M -4,870,528 -19%
JP Morgan Chase
4
JP Morgan Chase
New York
$705M -$4.84M -114,848 -0.7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$687M +$773K +18,356 +0.1%
CCM
6
Cantillon Capital Management
New York
$600M +$3.04M +72,188 +0.5%
State Street
7
State Street
Massachusetts
$593M +$22.3M +529,820 +4%
GWM
8
Greenwich Wealth Management
Connecticut
$490M -$34.5M -818,564 -7%
Bank of America
9
Bank of America
North Carolina
$413M +$188M +4,468,744 +91%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$399M +$32.6M +773,988 +9%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$398M +$13.6K +324 +4%
ECU
12
Egerton Capital (UK)
United Kingdom
$327M -$258M -6,137,360 -45%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$264M +$249M +5,904,540 +8,249%
Norges Bank
14
Norges Bank
Norway
$229M +$2.87M +68,240 +1%
Morgan Stanley
15
Morgan Stanley
New York
$229M -$16.7M -397,404 -7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$226M +$31.5M +749,136 +17%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$217M -$36.2M -859,924 -15%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$202M -$3.21M -76,344 -2%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$192M +$63.3M +1,504,016 +53%
BCM
20
Bares Capital Management
Texas
$168M -$27.8M -659,508 -15%
Wells Fargo
21
Wells Fargo
California
$167M -$9.28M -220,496 -5%
BAMCO Inc
22
BAMCO Inc
New York
$161M +$229K +5,436 +0.1%
Northern Trust
23
Northern Trust
Illinois
$155M +$18.9M +450,000 +15%
Charles Schwab
24
Charles Schwab
California
$145M +$3.16M +75,100 +2%
Invesco
25
Invesco
Georgia
$135M +$36.2M +859,376 +39%