IBKR icon

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
ALMGDA
401
AG2R La Mondiale Gestion d'Actifs
France
$1.07M
WWM
402
Whalen Wealth Management
Nevada
$1.07M
LOAMS
403
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.07M
Jones Financial Companies
404
Jones Financial Companies
Missouri
$1.06M
DILIC
405
Dai-ichi Life Insurance Company
Japan
$1.05M
HA
406
Heartland Advisors
Wisconsin
$1.05M
EH
407
Equitable Holdings
New York
$1.03M
TRCT
408
Tower Research Capital (TRC)
New York
$1.03M
MCM
409
Mainstream Capital Management
California
$1.02M
JFG
410
Jefferies Financial Group
New York
$1.02M
BBA
411
Baader Bank Aktiengesellschaft
Germany
$1.01M
CWM
412
CIBC World Markets
New York
$1.01M
KIM
413
Kestra Investment Management
Texas
$1.01M
LA
414
LVW Advisors
New York
$996K
LGA
415
Lebenthal Global Advisors
New York
$987K
Squarepoint
416
Squarepoint
New York
$977K
MWC
417
MBM Wealth Consultants
Missouri
$977K
CSI
418
Cross Staff Investments
New York
$975K
RBI
419
Raiffeisen Bank International
Austria
$967K
LCM
420
LRT Capital Management
Texas
$949K
ICP
421
Impact Capital Partners
Colorado
$932K
CCIA
422
Campbell & Co Investment Adviser
Maryland
$921K
SPS
423
Susquehanna Portfolio Strategies
Pennsylvania
$916K
WPW
424
Warther Private Wealth
Ohio
$915K
SCM
425
Shelton Capital Management
Colorado
$900K