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Interactive Brokers
IBKR

Overview Fund Activity

789 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+53
Holders Change %
+7.2%
% of All Funds
10.58%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
145
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
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
Mystic Asset Management
Rhode Island
$1.56M – – –
GLAM
352
Gardner Lewis Asset Management
Pennsylvania
$1.55M -$439K -7,920 -22%
CC
353
Centiva Capital
New York
$1.55M -$934K -16,848 -38%
QCG
354
Quadrant Capital Group
Ohio
$1.55M +$14.3K +258 +0.9%
BCM
355
Bridgeway Capital Management
Texas
$1.54M -$22.2K -400 -1%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$1.54M -$34.9K -629 -2%
M&T Bank
357
M&T Bank
New York
$1.54M -$127K -2,292 -8%
CS
358
Candriam SCA
Luxembourg
$1.52M -$225K -4,064 -13%
MMEA
359
Main Management ETF Advisors
California
$1.46M +$23.9K +432 +2%
PL
360
Polianta Ltd
Jersey
$1.46M +$1.46M +26,400 New
GCP
361
GSA Capital Partners
United Kingdom
$1.42M +$111K +1,996 +8%
OAM
362
Oxford Asset Management
United Kingdom
$1.41M +$1.41M +25,524 New
AFG
363
Atomi Financial Group
New York
$1.41M +$132K +2,384 +10%
ECM
364
Everence Capital Management
Indiana
$1.41M – – –
AF
365
Aviso Financial
Ontario, Canada
$1.41M -$27K -487 -2%
QCM
366
QRG Capital Management
Illinois
$1.4M +$104K +1,883 +8%
CJ
367
Caitlin John
Michigan
$1.39M +$1.39M +25,042 New
AAM
368
Advisors Asset Management
Colorado
$1.36M +$192K +3,461 +16%
SVWAG
369
Sound View Wealth Advisors Group
Georgia
$1.36M +$1.36M +24,503 New
A
370
AustralianSuper
Australia
$1.36M +$1.36M +24,472 New
WFC
371
Western Financial Corp
California
$1.35M +$21.6K +390 +2%
PAG
372
Private Advisor Group
New Jersey
$1.35M +$295K +5,322 +28%
SC
373
SummitTX Capital
Texas
$1.3M +$1.3M +23,485 New
GI
374
GAMCO Investors
Connecticut
$1.28M +$164K +2,960 +15%
GIBU
375
Gulf International Bank (UK)
United Kingdom
$1.28M +$205K +3,696 +19%
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