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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 %
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$2.39M – – –
BCP
302
Blackhawk Capital Partners
Wisconsin
$2.36M -$372K -6,713 -14%
WI
303
WBI Investments
New Jersey
$2.34M -$1.87M -33,755 -44%
BNP Paribas Asset Management
304
BNP Paribas Asset Management
France
$2.27M +$1.27M +22,924 +127%
Creative Planning
305
Creative Planning
Kansas
$2.26M +$23.5K +425 +1%
GCM
306
Gator Capital Management
Florida
$2.26M – – –
APC
307
Aspire Private Capital
North Carolina
$2.25M -$34.3K -619 -2%
ISWM
308
Independent Solutions Wealth Management
New York
$2.25M +$653K +11,777 +41%
SFS
309
Sowell Financial Services
Arkansas
$2.24M -$41.5K -749 -2%
GAM
310
Griffin Asset Management
New York
$2.23M +$1.48M +26,684 +196%
CIC
311
Chase Investment Counsel
Virginia
$2.22M -$222K -4,000 -9%
EI
312
Ethic Inc
New York
$2.21M +$118K +2,184 +6%
EGM
313
Engineers Gate Manager
New York
$2.2M -$9.3M -167,839 -81%
Osaic Holdings
314
Osaic Holdings
Arizona
$2.12M -$4.63M -37,490 -69%
SOS
315
Silver Oak Securities
Tennessee
$2.06M +$58.4K +1,054 +3%
CL
316
CIM LLC
New York
$2.06M +$145K +2,616 +8%
Acadian Asset Management
317
Acadian Asset Management
Massachusetts
$2.04M +$1.83M +33,087 +899%
VI
318
Vestcor Inc
New Brunswick, Canada
$2.02M -$97.6K -1,761 -5%
IA
319
Inspire Advisors
Idaho
$2.02M +$306K +5,531 +18%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$1.97M -$44.3K -800 -2%
BCI
321
Brinker Capital Investments
Pennsylvania
$1.97M +$733K +13,236 +59%
ET
322
Entropy Technologies
New York
$1.94M +$814K +14,691 +72%
Mariner
323
Mariner
Kansas
$1.9M -$91.3K -1,647 -5%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$1.89M -$14.4K -260 -0.8%
Swedbank
325
Swedbank
Sweden
$1.89M – – –
11 12
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