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Interactive Brokers
IBKR

Overview Fund Activity

736 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, 262 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+35
Holders Change %
+4.99%
% of All Funds
10%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
137
Increased
262
Reduced
256
Closed
88
Calls
$391M
Puts
$305M
Net Calls
+$85.3M
Net Calls Change
+$26.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$222M
2
Marshall Wace
Marshall Wace
United Kingdom
+$113M
3
State Street
State Street
Massachusetts
+$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$297M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$119M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.5M
5
FFM
Fullerton Fund Management
Singapore
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$1.67M +$26.7K +644 +2%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$1.67M -$3.13M -75,592 -65%
Janus Henderson Group
303
Janus Henderson Group
United Kingdom
$1.66M -$7.36M -178,864 -82%
Vontobel Holding
304
Vontobel Holding
Switzerland
$1.65M +$804K +19,412 +94%
QC
305
Quadrature Capital
United Kingdom
$1.64M -$1.73M -41,784 -51%
VA
306
Vident Advisory
Georgia
$1.61M +$991K +23,948 +160%
PCIA
307
Prime Capital Investment Advisors
Kansas
$1.6M +$539K +13,016 +51%
VI
308
Vestcor Inc
New Brunswick, Canada
$1.59M -$499K -12,060 -24%
HT
309
Headlands Technologies
Illinois
$1.55M +$1.55M +37,452 New
SW
310
SteelPeak Wealth
California
$1.54M +$860K +20,784 +127%
MWM
311
Mission Wealth Management
California
$1.53M -$342K -8,272 -18%
IMRF
312
Illinois Municipal Retirement Fund
Illinois
$1.52M +$314K +7,576 +26%
CCM
313
Connective Capital Management
California
$1.51M -$46.5K -1,124 -3%
Daiwa Securities Group
314
Daiwa Securities Group
Japan
$1.51M +$1.51M +36,400 New
SO
315
STRS Ohio
Ohio
$1.49M +$1.49M +36,064 New
Mariner
316
Mariner
Kansas
$1.49M +$427K +10,320 +40%
SOS
317
Silver Oak Securities
Tennessee
$1.49M +$21.2K +516 +1%
GLAM
318
Gardner Lewis Asset Management
Pennsylvania
$1.49M +$1.49M +35,880 New
VF
319
Vest Financial
Virginia
$1.46M +$1.46M +35,236 New
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$1.44M -$493K -11,900 -25%
CL
321
CIM LLC
New York
$1.43M +$4.64K +112 +0.3%
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
$1.43M -$8.62M -208,244 -86%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$1.42M -$152K -3,680 -10%
Swedbank
324
Swedbank
Sweden
$1.41M +$1.41M +34,080 New
CGH
325
Crossmark Global Holdings
Texas
$1.41M +$11.6K +280 +0.8%
11 12
13
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