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Hyperion Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Hyperion Capital Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,452
Closed -$350K – 66
2025
Q1 		$350K Sell
8,452
-4,800
-36% -$238K 0.19% 45
2024
Q4 		$585K Sell
13,252
-5,600
-30% -$236K 0.3% 34
2024
Q3 		$657K Hold
18,852
– – 0.31% 31
2024
Q2 		$578K Hold
18,852
– – 0.27% 34
2024
Q1 		$526K Hold
18,852
– – 0.25% 36
2023
Q4 		$391K Buy
18,852
+5,200
+38% +$106K 0.21% 38
2023
Q3 		$295K Hold
13,652
– – 0.16% 44
2023
Q2 		$284K Buy
+13,652
New +$269K 0.15% 48

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Hyperion Capital Advisors's IBKR Position: Q2 2025 in Review

Hyperion Capital Advisors sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 8,452 shares — an estimated $350K sold.

Hyperion Capital Advisors first reported a position in IBKR in Q2 2023 and held it in 8 quarters. The position peaked at $657K in Q3 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Hyperion Capital Advisors reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Hyperion Capital Advisors sold 8,452 Interactive Brokers shares in Q2 2025, an estimated $350K.
  • Hyperion Capital Advisors first reported a position in Interactive Brokers in Q2 2023 and held it in 8 quarters.
  • Hyperion Capital Advisors's Interactive Brokers position peaked at $657K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Hyperion Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.