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Interactive Brokers
IBKR

Overview Fund Activity

788 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
10.57%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
144
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
$514M
2
WIM
Waverton Investment Management
United Kingdom
$246M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$370M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$540M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$562M
4
Bank of America
Bank of America
North Carolina
$421M
5
Citadel Advisors
Citadel Advisors
Florida
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
301
Blackhawk Capital Partners
Wisconsin
$2.36M -$372K -6,713 -14%
WI
302
WBI Investments
New Jersey
$2.34M -$1.87M -33,755 -44%
BNP Paribas Asset Management
303
BNP Paribas Asset Management
France
$2.27M +$1.27M +22,924 +127%
Creative Planning
304
Creative Planning
Kansas
$2.26M +$23.5K +425 +1%
GCM
305
Gator Capital Management
Florida
$2.26M – – –
APC
306
Aspire Private Capital
North Carolina
$2.25M -$34.3K -619 -2%
ISWM
307
Independent Solutions Wealth Management
New York
$2.25M +$653K +11,777 +41%
SFS
308
Sowell Financial Services
Arkansas
$2.24M -$41.5K -749 -2%
GAM
309
Griffin Asset Management
New York
$2.23M +$1.48M +26,684 +196%
CIC
310
Chase Investment Counsel
Virginia
$2.22M -$222K -4,000 -9%
EI
311
Ethic Inc
New York
$2.21M +$118K +2,184 +6%
EGM
312
Engineers Gate Manager
New York
$2.2M -$9.3M -167,839 -81%
Osaic Holdings
313
Osaic Holdings
Arizona
$2.12M -$4.63M -37,490 -69%
SOS
314
Silver Oak Securities
Tennessee
$2.06M +$58.4K +1,054 +3%
CL
315
CIM LLC
New York
$2.06M +$145K +2,616 +8%
Acadian Asset Management
316
Acadian Asset Management
Massachusetts
$2.04M +$1.83M +33,087 +899%
VI
317
Vestcor Inc
New Brunswick, Canada
$2.02M -$97.6K -1,761 -5%
IA
318
Inspire Advisors
Idaho
$2.02M +$306K +5,531 +18%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$1.97M -$44.3K -800 -2%
BCI
320
Brinker Capital Investments
Pennsylvania
$1.97M +$733K +13,236 +59%
ET
321
Entropy Technologies
New York
$1.94M +$814K +14,691 +72%
Mariner
322
Mariner
Kansas
$1.9M -$91.3K -1,647 -5%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$1.89M -$14.4K -260 -0.8%
Swedbank
324
Swedbank
Sweden
$1.89M – – –
FCBT
325
First Citizens Bank & Trust
North Carolina
$1.89M +$1.32M +23,894 +235%
11 12
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