IBKR icon

Interactive Brokers

737 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, 263 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.28% more ownership

Funds ownership: 343.63%343.91% (+0.28%)

8% less capital invested

Capital invested by funds: $16.9B → $15.5B (-$1.43B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391M
Puts
$305M
Net Calls
Net Calls Change

Top Buyers

1 +$222M
2 +$113M
3 +$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
326
Crossmark Global Holdings
Texas
$1.41M
DFCM
327
Dark Forest Capital Management
Puerto Rico
$1.4M
CAU
328
Caxton Associates (UK)
$1.38M
SAM
329
Securian Asset Management
Minnesota
$1.38M
IMCOOI
330
Investment Management Corp of Ontario (IMCO)
Canada
$1.36M
VCM
331
Virtue Capital Management
Tennessee
$1.35M
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$1.35M
JFG
333
Jefferies Financial Group
New York
$1.34M
SFI
334
Susquehanna Fundamental Investments
Pennsylvania
$1.34M
DBIA
335
Dumont & Blake Investment Advisors
New Jersey
$1.33M
PP
336
Prudential plc
United Kingdom
$1.33M
Bessemer Group
337
Bessemer Group
New Jersey
$1.32M
CS
338
Candriam SCA
Luxembourg
$1.31M
SB
339
SIG Brokerage
New York
$1.3M
IA
340
Inspire Advisors
Idaho
$1.28M
DC
341
Davenport & Co
Virginia
$1.25M
M&T Bank
342
M&T Bank
New York
$1.24M
MPPW
343
Mitchell & Pahl Private Wealth
Oklahoma
$1.24M
AWM
344
AE Wealth Management
Kansas
$1.21M
KRS
345
Kentucky Retirement Systems
Kentucky
$1.19M
ISWM
346
Independent Solutions Wealth Management
New York
$1.19M
PCM
347
Prelude Capital Management
New York
$1.18M
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$1.18M
KAS
349
Kestra Advisory Services
Texas
$1.17M
MAM
350
Mystic Asset Management
Rhode Island
$1.17M