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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 %
PCM
376
Polymer Capital Management
New York
$1.24M +$1.24M +22,457 New
NB
377
Northwest Bancshares
Pennsylvania
$1.23M +$1.23M +22,275 New
ONPI
378
Owls Nest Partners IA
Pennsylvania
$1.22M – – –
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.21M -$4.67M -84,224 -79%
PAG
380
Private Advisory Group
Washington
$1.18M +$617K +11,131 +109%
Walleye Trading
381
Walleye Trading
New York
$1.18M -$1.86M -33,553 -61%
PF
382
Phoenix Financial
Israel
$1.17M +$1.17M +22,080 New
Royal London Asset Management
383
Royal London Asset Management
United Kingdom
$1.17M – – –
SWM
384
Spire Wealth Management
Virginia
$1.15M +$94.3K +1,701 +9%
GC
385
Guggenheim Capital
Illinois
$1.15M -$105K -1,891 -8%
MSRPS
386
Maryland State Retirement & Pension System
Maryland
$1.14M +$47.3K +854 +4%
AAS
387
Avantax Advisory Services
Texas
$1.12M -$244K -4,407 -18%
ZIM
388
Zacks Investment Management
Illinois
$1.12M -$6.32M -113,971 -85%
IMRF
389
Illinois Municipal Retirement Fund
Illinois
$1.11M -$919K -16,588 -45%
AS
390
Altshuler Shaham
Israel
$1.11M – – –
EFM
391
E Fund Management
China
$1.11M +$665K +12,000 +150%
IAM
392
Ion Asset Management
Israel
$1.11M +$1.11M +20,000 New
MFS
393
Monetta Financial Services
Illinois
$1.11M +$1.11M +20,000 New
Nomura Holdings
394
Nomura Holdings
Japan
$1.09M +$1.09M +19,688 New
PIM
395
Pullen Investment Management
Florida
$1.08M -$2.44K -44 -0.2%
ALMGDA
396
AG2R La Mondiale Gestion d'Actifs
France
$1.07M -$41.4K -748 -4%
WWM
397
Whalen Wealth Management
Nevada
$1.07M +$1.07M +19,278 New
LOAMS
398
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.07M +$1.07M +19,229 New
Jones Financial Companies
399
Jones Financial Companies
Missouri
$1.06M +$389K +7,205 +58%
DILIC
400
Dai-ichi Life Insurance Company
Japan
$1.05M +$1.05M +18,952 New
14 15
16
17 18