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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 %
DILIC
401
Dai-ichi Life Insurance Company
Japan
$1.05M +$1.05M +18,952 New
HA
402
Heartland Advisors
Wisconsin
$1.05M -$390K -7,044 -27%
EH
403
Equitable Holdings
New York
$1.03M +$679K +12,251 +191%
TRCT
404
Tower Research Capital (TRC)
New York
$1.03M -$173K -3,130 -14%
MCM
405
Mainstream Capital Management
California
$1.02M +$64.7K +1,168 +7%
JFG
406
Jefferies Financial Group
New York
$1.02M -$773K -13,956 -43%
BBA
407
Baader Bank Aktiengesellschaft
Germany
$1.01M +$678K +12,342 +204%
CWM
408
CIBC World Markets
New York
$1.01M -$92.6K -1,671 -8%
KIM
409
Kestra Investment Management
Texas
$1.01M +$619K +9,370 +160%
LA
410
LVW Advisors
New York
$996K -$390K -7,038 -28%
LGA
411
Lebenthal Global Advisors
New York
$987K -$33.6K -606 -3%
Squarepoint
412
Squarepoint
New York
$977K -$26.3M -473,753 -96%
MWC
413
MBM Wealth Consultants
Missouri
$977K -$179K -3,230 -15%
CSI
414
Cross Staff Investments
New York
$975K +$905K +163,401 +1,297%
RBI
415
Raiffeisen Bank International
Austria
$967K -$126K -2,365 -12%
LCM
416
LRT Capital Management
Texas
$949K -$1.47M -26,614 -61%
ICP
417
Impact Capital Partners
Colorado
$932K -$233K -4,213 -20%
CCIA
418
Campbell & Co Investment Adviser
Maryland
$921K -$614K -11,082 -40%
SPS
419
Susquehanna Portfolio Strategies
Pennsylvania
$916K +$916K +16,540 New
WPW
420
Warther Private Wealth
Ohio
$915K -$13.7M -247,300 -94%
SCM
421
Shelton Capital Management
Colorado
$900K -$10.7K -193 -1%
BAM
422
Blueshift Asset Management
New Jersey
$900K +$900K +16,248 New
Cambridge Investment Research Advisors
423
Cambridge Investment Research Advisors
Iowa
$887K +$193K +3,477 +28%
BRWA
424
B. Riley Wealth Advisors
Florida
$874K +$874K +15,780 New
EA
425
Everpar Advisors
Oklahoma
$864K -$177K -3,200 -17%
15 16
17
18 19