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Interactive Brokers
IBKR

Overview Fund Activity

789 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+53
Holders Change %
+7.2%
% of All Funds
10.58%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
145
Increased
270
Reduced
283
Closed
79
Calls
$524M
Puts
$511M
Net Calls
+$12.8M
Net Calls Change
-$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
251
Nordea Investment Management
Sweden
$3.64M -$665K -12,160 -15%
SCI
252
S&CO Inc
Massachusetts
$3.6M +$155K +2,800 +5%
VF
253
Vest Financial
Virginia
$3.59M +$1.64M +29,626 +84%
Holocene Advisors
254
Holocene Advisors
New York
$3.57M +$3.57M +64,479 New
PFSRSONJ
255
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.57M +$155K +2,790 +5%
ACM
256
Aquatic Capital Management
Illinois
$3.49M -$25.4M -458,567 -88%
US Bancorp
257
US Bancorp
Minnesota
$3.46M -$175K -3,165 -5%
ECM
258
Eisler Capital Management
United Kingdom
$3.45M +$3.45M +62,285 New
CIBC World Market
259
CIBC World Market
Ontario, Canada
$3.39M +$311K +5,607 +10%
TPCW
260
TD Private Client Wealth
New York
$3.33M -$862K -15,552 -21%
CAM
261
Cresset Asset Management
Illinois
$3.32M +$2.08M +37,473 +168%
SLI
262
Sumitomo Life Insurance
Japan
$3.28M -$90.2K -1,628 -3%
Vontobel Holding
263
Vontobel Holding
Switzerland
$3.28M +$1.07M +19,231 +48%
PI
264
PineBridge Investments
New York
$3.23M -$1.79M -32,228 -36%
Massachusetts Financial Services
265
Massachusetts Financial Services
Massachusetts
$3.22M +$16K +288 +0.5%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$3.21M +$294K +5,298 +10%
FDS
267
Freedom Day Solutions
Texas
$3.2M -$45.4K -819 -1%
P
268
&Partners
Tennessee
$3.2M +$349K +6,325 +12%
Prudential Financial
269
Prudential Financial
New Jersey
$3.16M +$463K +8,352 +17%
MCP
270
Militia Capital Partners
Nevada
$3.1M – – –
VPIM
271
Vanguard Personalized Indexing Management
California
$3.1M +$36K +650 +1%
QT
272
Quantbot Technologies
New York
$3.07M -$15.4M -277,857 -83%
NAM
273
Nissay Asset Management
Japan
$3.04M +$149K +2,688 +5%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$3.04M +$1.11M +19,991 +57%
VA
275
Vident Advisory
Georgia
$2.95M +$794K +14,327 +37%
9 10
11
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