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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 %
HA
326
Harfst & Associates
Wyoming
$1.85M +$1.04M +18,806 +128%
SW
327
SteelPeak Wealth
California
$1.85M -$212K -3,827 -10%
SAM
328
Securian Asset Management
Minnesota
$1.84M -$7.37K -133 -0.4%
VT
329
Vise Technologies
New York
$1.82M +$1.82M +32,808 New
PP
330
Prudential plc
United Kingdom
$1.82M +$39.9K +720 +2%
VIA
331
Virtus Investment Advisers
Connecticut
$1.81M +$299K +5,400 +20%
DBIA
332
Dumont & Blake Investment Advisors
New Jersey
$1.81M +$29.3K +528 +2%
MML Investors Services
333
MML Investors Services
Massachusetts
$1.8M -$463K -8,361 -20%
CCM
334
Connective Capital Management
California
$1.78M -$244K -4,396 -12%
DC
335
Davenport & Co
Virginia
$1.74M +$69.9K +1,262 +4%
MPPW
336
Mitchell & Pahl Private Wealth
Oklahoma
$1.73M +$74K +1,336 +4%
EMPI
337
Elo Mutual Pension Insurance
Finland
$1.71M -$782K -14,106 -31%
CIM
338
Caldwell Investment Management
Ontario, Canada
$1.68M +$177K +3,200 +12%
CGH
339
Crossmark Global Holdings
Texas
$1.67M -$212K -3,826 -11%
AWM
340
AE Wealth Management
Kansas
$1.67M +$51.5K +930 +3%
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$1.67M -$569K -10,270 -25%
FFA
342
Fragasso Financial Advisors
Pennsylvania
$1.67M +$146K +2,640 +10%
VCM
343
Virtue Capital Management
Tennessee
$1.65M -$165K -2,972 -9%
AC
344
AXQ Capital
New Jersey
$1.62M +$1.62M +29,211 New
KRS
345
Kentucky Retirement Systems
Kentucky
$1.59M -$3.27K -59 -0.2%
PWM
346
Pinnacle Wealth Management
California
$1.59M +$861K +15,540 +118%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$1.59M -$220K -3,965 -12%
KAS
348
Kestra Advisory Services
Texas
$1.58M +$16.3K +294 +1%
CTC
349
Central Trust Company
Missouri
$1.58M +$69.8K +1,260 +5%
MAM
350
Mystic Asset Management
Rhode Island
$1.56M – – –
12 13
14
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