We are live on ! Find out more
IBKR icon

Interactive Brokers

746 hedge funds and large institutions have $15.7B invested in Interactive Brokers in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 88

27% more call options, than puts

Call options by funds: $391M | Put options by funds: $306M

5% more funds holding

Funds holding: 709746 (+37)

5.11% more ownership

Funds ownership: 343.76%348.87% (+5.1%)

4% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 259

7% less capital invested

Capital invested by funds: $16.9B → $15.7B (-$1.2B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
746
Holders Change
+37
Holders Change %
+5.22%
% 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
0.29%
New
136
Increased
270
Reduced
259
Closed
88
Calls
$391M
Puts
$306M
Net Calls
+$84.2M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$1.43M -$10.3M -208,244 -86%
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$1.42M -$182K -3,680 -10%
Swedbank
328
Swedbank
Sweden
$1.41M +$1.69M +34,080 New
CGH
329
Crossmark Global Holdings
Texas
$1.41M +$13.9K +280 +0.8%
DFCM
330
Dark Forest Capital Management
Puerto Rico
$1.4M +$586K +11,828 +54%
CAU
331
Caxton Associates (UK)
$1.38M +$1.66M +33,432 New
SAM
332
Securian Asset Management
Minnesota
$1.38M +$19.8K +400 +1%
IMCOOI
333
Investment Management Corp of Ontario (IMCO)
Canada
$1.36M +$1.62M +32,740 New
VCM
334
Virtue Capital Management
Tennessee
$1.35M +$264K +5,324 +19%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$1.35M +$364K +7,344 +29%
JFG
336
Jefferies Financial Group
New York
$1.34M -$1.15M -23,124 -42%
SFI
337
Susquehanna Fundamental Investments
Pennsylvania
$1.34M -$25.5M -514,548 -94%
DBIA
338
Dumont & Blake Investment Advisors
New Jersey
$1.33M -$292K -5,884 -15%
PP
339
Prudential plc
United Kingdom
$1.33M +$512K +10,332 +48%
Bessemer Group
340
Bessemer Group
New Jersey
$1.32M -$3.34M -67,432 -68%
CS
341
Candriam SCA
Luxembourg
$1.31M +$1.56M +31,536 New
SB
342
SIG Brokerage
New York
$1.3M +$1.56M +31,504 New
IA
343
Inspire Advisors
Idaho
$1.28M -$476K -9,604 -24%
EPIM
344
Evelyn Partners Investment Management
$1.27M +$956K +19,288 +19%
DC
345
Davenport & Co
Virginia
$1.25M +$333K +6,724 +29%
M&T Bank
346
M&T Bank
New York
$1.24M -$967K -19,520 -39%
MPPW
347
Mitchell & Pahl Private Wealth
Oklahoma
$1.24M -$43.2K -872 -3%
AWM
348
AE Wealth Management
Kansas
$1.21M -$43.2K -872 -3%
KRS
349
Kentucky Retirement Systems
Kentucky
$1.19M +$1.43M +28,820 New
ISWM
350
Independent Solutions Wealth Management
New York
$1.19M -$1.23M -24,876 -46%

IBKR Hedge Fund Activity: Q1 2025 in Review

746 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2025, worth a combined $15.7B — down 7.1% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new IBKR positions and 88 closed out — a net gain of 48 holders — while 270 added to existing stakes and 259 trimmed.

The largest buyer was American Century Companies, adding an estimated $266M. The largest seller was Orbis Allan Gray, cutting an estimated $355M.

  • 746 institutional investors held Interactive Brokers (IBKR) as of Q1 2025, up from 709 in Q4 2024.
  • Funds reported $15.7B of Interactive Brokers stock for Q1 2025, down 7.1% quarter-over-quarter.
  • 136 funds opened new Interactive Brokers positions in Q1 2025 and 88 closed out, a net change of +48 holders.
  • The largest Interactive Brokers buyer in Q1 2025 was American Century Companies, an estimated $266M added.
  • The largest Interactive Brokers seller in Q1 2025 was Orbis Allan Gray, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2025.