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Interactive Brokers
IBKR

Overview Fund Activity

788 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, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
10.57%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
144
Increased
270
Reduced
283
Closed
79
Calls
$524M
Puts
$511M
Net Calls
+$12.8M
Net Calls Change
-$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$514M
2
WIM
Waverton Investment Management
United Kingdom
$246M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$370M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$540M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$562M
4
Bank of America
Bank of America
North Carolina
$421M
5
Citadel Advisors
Citadel Advisors
Florida
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLAM
351
Gardner Lewis Asset Management
Pennsylvania
$1.55M -$439K -7,920 -22%
CC
352
Centiva Capital
New York
$1.55M -$934K -16,848 -38%
QCG
353
Quadrant Capital Group
Ohio
$1.55M +$14.3K +258 +0.9%
BCM
354
Bridgeway Capital Management
Texas
$1.54M -$22.2K -400 -1%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$1.54M -$34.9K -629 -2%
M&T Bank
356
M&T Bank
New York
$1.54M -$127K -2,292 -8%
CS
357
Candriam SCA
Luxembourg
$1.52M -$225K -4,064 -13%
MMEA
358
Main Management ETF Advisors
California
$1.46M +$23.9K +432 +2%
PL
359
Polianta Ltd
Jersey
$1.46M +$1.46M +26,400 New
GCP
360
GSA Capital Partners
United Kingdom
$1.42M +$111K +1,996 +8%
OAM
361
Oxford Asset Management
United Kingdom
$1.41M +$1.41M +25,524 New
AFG
362
Atomi Financial Group
New York
$1.41M +$132K +2,384 +10%
ECM
363
Everence Capital Management
Indiana
$1.41M – – –
AF
364
Aviso Financial
Ontario, Canada
$1.41M -$27K -487 -2%
QCM
365
QRG Capital Management
Illinois
$1.4M +$104K +1,883 +8%
CJ
366
Caitlin John
Michigan
$1.39M +$1.39M +25,042 New
AAM
367
Advisors Asset Management
Colorado
$1.36M +$192K +3,461 +16%
SVWAG
368
Sound View Wealth Advisors Group
Georgia
$1.36M +$1.36M +24,503 New
A
369
AustralianSuper
Australia
$1.36M +$1.36M +24,472 New
WFC
370
Western Financial Corp
California
$1.35M +$21.6K +390 +2%
PAG
371
Private Advisor Group
New Jersey
$1.35M +$295K +5,322 +28%
SC
372
SummitTX Capital
Texas
$1.3M +$1.3M +23,485 New
GI
373
GAMCO Investors
Connecticut
$1.28M +$164K +2,960 +15%
GIBU
374
Gulf International Bank (UK)
United Kingdom
$1.28M +$205K +3,696 +19%
ProShare Advisors
375
ProShare Advisors
Maryland
$1.27M +$239K +4,308 +23%
13 14
15
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