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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
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$1.59M
KAS
352
Kestra Advisory Services
Texas
$1.58M
CTC
353
Central Trust Company
Missouri
$1.58M
MSE
354
MUFG Securities EMEA
United Kingdom
$1.57M
MAM
355
Mystic Asset Management
Rhode Island
$1.56M
GLAM
356
Gardner Lewis Asset Management
Pennsylvania
$1.55M
CC
357
Centiva Capital
New York
$1.55M
QCG
358
Quadrant Capital Group
Ohio
$1.55M
BCM
359
Bridgeway Capital Management
Texas
$1.54M
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$1.54M
M&T Bank
361
M&T Bank
New York
$1.54M
CS
362
Candriam SCA
Luxembourg
$1.52M
MMEA
363
Main Management ETF Advisors
California
$1.46M
PL
364
Polianta Ltd
Jersey
$1.46M
GCP
365
GSA Capital Partners
United Kingdom
$1.42M
OAM
366
Oxford Asset Management
United Kingdom
$1.41M
AFG
367
Atomi Financial Group
New York
$1.41M
ECM
368
Everence Capital Management
Indiana
$1.41M
AF
369
Aviso Financial
Ontario, Canada
$1.41M
QCM
370
QRG Capital Management
Illinois
$1.4M
CJ
371
Caitlin John
Michigan
$1.39M
AAM
372
Advisors Asset Management
Colorado
$1.36M
SVWAG
373
Sound View Wealth Advisors Group
Georgia
$1.36M
A
374
AustralianSuper
Australia
$1.36M
WFC
375
Western Financial Corp
California
$1.35M