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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
PCM
351
Prelude Capital Management
New York
$1.18M +$1.41M +28,428 New
Mercer Global Advisors
352
Mercer Global Advisors
Colorado
$1.18M +$379K +7,656 +37%
KAS
353
Kestra Advisory Services
Texas
$1.17M +$331K +6,680 +31%
MAM
354
Mystic Asset Management
Rhode Island
$1.17M
BCM
355
Bridgeway Capital Management
Texas
$1.17M +$1.4M +28,200 New
USAA
356
United Services Automobile Association
Texas
$1.17M +$1.4M +28,336 New
CCIA
357
Campbell & Co Investment Adviser
Maryland
$1.15M -$1.9M -38,304 -58%
QCG
358
Quadrant Capital Group
Ohio
$1.15M +$808K +16,312 +144%
TSW
359
Thompson Siegel & Walmsley
Virginia
$1.14M +$476K +9,600 +53%
FFA
360
Fragasso Financial Advisors
Pennsylvania
$1.14M +$1.36M +27,432 New
TC
361
TownSquare Capital
Utah
$1.13M +$322K +6,500 +31%
VIA
362
Virtus Investment Advisers
Connecticut
$1.13M +$1.35M +27,344 New
QCM
363
Quantinno Capital Management
New York
$1.13M +$643K +12,976 +90%
CTC
364
Central Trust Company
Missouri
$1.13M +$167K +3,364 +14%
BF
365
BOK Financial
Oklahoma
$1.12M +$1.35M +27,168 New
CIM
366
Caldwell Investment Management
Ontario, Canada
$1.11M
YIH
367
Y-Intercept (HK)
Hong Kong
$1.08M +$276K +5,576 +27%
MMEA
368
Main Management ETF Advisors
California
$1.07M +$16.1K +324 +1%
HA
369
Heartland Advisors
Wisconsin
$1.07M -$916K -18,492 -42%
AF
370
Aviso Financial
Ontario, Canada
$1.07M -$365K -7,360 -22%
CCM
371
CAAS Capital Management
New York
$1.07M +$1.28M +25,884 New
WG
372
Winton Group
United Kingdom
$1.07M +$1.28M +25,872 New
SLAM
373
Swiss Life Asset Management
$1.07M +$965K +19,476 +308%
ES
374
Eagle Strategies
New York
$1.07M +$1.28M +25,736 New
ECM
375
Everence Capital Management
Indiana
$1.06M +$1.26M +25,520 New

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.