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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 %
DFCM
326
Dark Forest Capital Management
Puerto Rico
$1.4M +$490K +11,828 +54%
CAU
327
Caxton Associates (UK)
$1.38M +$1.38M +33,432 New
SAM
328
Securian Asset Management
Minnesota
$1.38M +$16.6K +400 +1%
IMCOOI
329
Investment Management Corp of Ontario (IMCO)
Canada
$1.36M +$1.36M +32,740 New
VCM
330
Virtue Capital Management
Tennessee
$1.35M +$220K +5,324 +19%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$1.35M +$304K +7,344 +29%
JFG
332
Jefferies Financial Group
New York
$1.34M -$957K -23,124 -42%
SFI
333
Susquehanna Fundamental Investments
Pennsylvania
$1.34M -$21.3M -514,548 -94%
DBIA
334
Dumont & Blake Investment Advisors
New Jersey
$1.33M -$244K -5,884 -15%
PP
335
Prudential plc
United Kingdom
$1.33M +$428K +10,332 +48%
Bessemer Group
336
Bessemer Group
New Jersey
$1.32M -$2.79M -67,432 -68%
CS
337
Candriam SCA
Luxembourg
$1.31M +$1.31M +31,536 New
SB
338
SIG Brokerage
New York
$1.3M +$1.3M +31,504 New
IA
339
Inspire Advisors
Idaho
$1.28M -$398K -9,604 -24%
DC
340
Davenport & Co
Virginia
$1.25M +$278K +6,724 +29%
M&T Bank
341
M&T Bank
New York
$1.24M -$808K -19,520 -39%
MPPW
342
Mitchell & Pahl Private Wealth
Oklahoma
$1.24M -$36.1K -872 -3%
AWM
343
AE Wealth Management
Kansas
$1.21M -$36.1K -872 -3%
KRS
344
Kentucky Retirement Systems
Kentucky
$1.19M +$1.19M +28,820 New
ISWM
345
Independent Solutions Wealth Management
New York
$1.19M -$1.03M -24,876 -46%
PCM
346
Prelude Capital Management
New York
$1.18M +$1.18M +28,428 New
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$1.18M +$317K +7,656 +37%
KAS
348
Kestra Advisory Services
Texas
$1.17M +$277K +6,680 +31%
MAM
349
Mystic Asset Management
Rhode Island
$1.17M – – –
BCM
350
Bridgeway Capital Management
Texas
$1.17M +$1.17M +28,200 New
12 13
14
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