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Interactive Brokers

791 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, 271 increasing their positions, 285 reducing their positions, and 79 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:

2.58% more ownership

Funds ownership: 343.91%346.49% (+2.6%)

3% more call options, than puts

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

5% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 285

Holders
791
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
Swedbank
326
Swedbank
Sweden
$1.89M
FCBT
327
First Citizens Bank & Trust
North Carolina
$1.89M
HA
328
Harfst & Associates
Wyoming
$1.85M
SW
329
SteelPeak Wealth
California
$1.85M
SAM
330
Securian Asset Management
Minnesota
$1.84M
VT
331
Vise Technologies
New York
$1.82M
PP
332
Prudential plc
United Kingdom
$1.82M
VIA
333
Virtus Investment Advisers
Connecticut
$1.81M
DBIA
334
Dumont & Blake Investment Advisors
New Jersey
$1.81M
MML Investors Services
335
MML Investors Services
Massachusetts
$1.8M
CCM
336
Connective Capital Management
California
$1.78M
DC
337
Davenport & Co
Virginia
$1.74M
MPPW
338
Mitchell & Pahl Private Wealth
Oklahoma
$1.73M
EMPI
339
Elo Mutual Pension Insurance
Finland
$1.71M
CIM
340
Caldwell Investment Management
Ontario, Canada
$1.68M
CGH
341
Crossmark Global Holdings
Texas
$1.67M
AWM
342
AE Wealth Management
Kansas
$1.67M
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$1.67M
FFA
344
Fragasso Financial Advisors
Pennsylvania
$1.67M
VCM
345
Virtue Capital Management
Tennessee
$1.65M
AC
346
AXQ Capital
New Jersey
$1.62M
KRS
347
Kentucky Retirement Systems
Kentucky
$1.59M
PWM
348
Pinnacle Wealth Management
California
$1.59M
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$1.59M
KAS
350
Kestra Advisory Services
Texas
$1.58M