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Interactive Brokers

737 hedge funds and large institutions have $15.5B invested in Interactive Brokers in 2025 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 263 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.28% more ownership

Funds ownership: 343.63%343.91% (+0.28%)

8% less capital invested

Capital invested by funds: $16.9B → $15.5B (-$1.43B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391M
Puts
$305M
Net Calls
Net Calls Change

Top Buyers

1 +$222M
2 +$113M
3 +$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ethic Inc
New York
$1.68M
Creative Planning
302
Creative Planning
Kansas
$1.67M
Pacer Advisors
303
Pacer Advisors
Pennsylvania
$1.67M
Janus Henderson Group
304
Janus Henderson Group
United Kingdom
$1.66M
Vontobel Holding
305
Vontobel Holding
Switzerland
$1.65M
QC
306
Quadrature Capital
United Kingdom
$1.64M
VA
307
Vident Advisory
Georgia
$1.61M
PCIA
308
Prime Capital Investment Advisors
Kansas
$1.6M
VI
309
Vestcor Inc
New Brunswick, Canada
$1.58M
HT
310
Headlands Technologies
Illinois
$1.55M
SW
311
SteelPeak Wealth
California
$1.54M
MWM
312
Mission Wealth Management
California
$1.53M
IMRF
313
Illinois Municipal Retirement Fund
Illinois
$1.52M
CCM
314
Connective Capital Management
California
$1.51M
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$1.51M
SO
316
STRS Ohio
Ohio
$1.49M
Mariner
317
Mariner
Kansas
$1.49M
SOS
318
Silver Oak Securities
Tennessee
$1.49M
GLAM
319
Gardner Lewis Asset Management
Pennsylvania
$1.49M
VF
320
Vest Financial
Virginia
$1.46M
Envestnet Portfolio Solutions
321
Envestnet Portfolio Solutions
Illinois
$1.44M
CL
322
CIM LLC
New York
$1.43M
National Bank of Canada
323
National Bank of Canada
Quebec, Canada
$1.43M
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$1.42M
Swedbank
325
Swedbank
Sweden
$1.41M