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Interactive Brokers

796 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 274 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.87% more ownership

Funds ownership: 343.77%346.64% (+2.9%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

4% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 284

Holders
796
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524M
Puts
$511M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
326
Mariner
Kansas
$1.9M
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$1.89M
Swedbank
328
Swedbank
Sweden
$1.89M
FCBT
329
First Citizens Bank & Trust
North Carolina
$1.89M
HA
330
Harfst & Associates
Wyoming
$1.85M
SW
331
SteelPeak Wealth
California
$1.85M
SAM
332
Securian Asset Management
Minnesota
$1.84M
VT
333
Vise Technologies
New York
$1.82M
PP
334
Prudential plc
United Kingdom
$1.82M
VIA
335
Virtus Investment Advisers
Connecticut
$1.81M
DBIA
336
Dumont & Blake Investment Advisors
New Jersey
$1.81M
MML Investors Services
337
MML Investors Services
Massachusetts
$1.8M
CCM
338
Connective Capital Management
California
$1.78M
DC
339
Davenport & Co
Virginia
$1.74M
MPPW
340
Mitchell & Pahl Private Wealth
Oklahoma
$1.73M
EMPI
341
Elo Mutual Pension Insurance
Finland
$1.71M
CIM
342
Caldwell Investment Management
Ontario, Canada
$1.68M
CGH
343
Crossmark Global Holdings
Texas
$1.67M
AWM
344
AE Wealth Management
Kansas
$1.67M
Pacer Advisors
345
Pacer Advisors
Pennsylvania
$1.67M
FFA
346
Fragasso Financial Advisors
Pennsylvania
$1.67M
VCM
347
Virtue Capital Management
Tennessee
$1.65M
AC
348
AXQ Capital
New Jersey
$1.62M
KRS
349
Kentucky Retirement Systems
Kentucky
$1.59M
PWM
350
Pinnacle Wealth Management
California
$1.59M