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Interactive Brokers

796 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 274 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.87% more ownership

Funds ownership: 343.77%346.64% (+2.9%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

4% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 284

Holders
796
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524M
Puts
$511M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
276
Nissay Asset Management
Japan
$3.04M
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$3.04M
VA
278
Vident Advisory
Georgia
$2.95M
IP
279
Interval Partners
New York
$2.92M
Janus Henderson Group
280
Janus Henderson Group
United Kingdom
$2.91M
SOW
281
State of Wyoming
Wyoming
$2.9M
CLOS
282
Compagnie Lombard Odier SCmA
Switzerland
$2.89M
BA
283
Bellwether Advisors
Nebraska
$2.89M
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$2.87M
Capital Fund Management (CFM)
285
Capital Fund Management (CFM)
France
$2.86M
PCMH
286
Polymer Capital Management (HK)
Hong Kong
$2.86M
DFCM
287
Dark Forest Capital Management
Puerto Rico
$2.85M
AWA
288
Arkadios Wealth Advisors
Georgia
$2.81M
BBP
289
Banco BTG Pactual
Brazil
$2.77M
TI
290
Tidal Investments
Wisconsin
$2.77M
D.E. Shaw & Co
291
D.E. Shaw & Co
New York
$2.75M
SOADOR
292
State of Alaska Department of Revenue
Alaska
$2.72M
QCM
293
Quantinno Capital Management
New York
$2.7M
IWS
294
Insight Wealth Strategies
California
$2.61M
ES
295
Eagle Strategies
New York
$2.59M
Franklin Resources
296
Franklin Resources
California
$2.59M
SG Americas Securities
297
SG Americas Securities
New York
$2.52M
NAS
298
NWF Advisory Services
California
$2.51M
AG
299
AIA Group
Hong Kong
$2.47M
Mackenzie Financial
300
Mackenzie Financial
Ontario, Canada
$2.47M