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Interactive Brokers

791 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, 271 increasing their positions, 285 reducing their positions, and 79 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:

2.58% more ownership

Funds ownership: 343.91%346.49% (+2.6%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

5% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 285

Holders
791
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
LOAMS
401
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.07M
Jones Financial Companies
402
Jones Financial Companies
Missouri
$1.06M
DILIC
403
Dai-ichi Life Insurance Company
Japan
$1.05M
HA
404
Heartland Advisors
Wisconsin
$1.05M
EH
405
Equitable Holdings
New York
$1.03M
TRCT
406
Tower Research Capital (TRC)
New York
$1.03M
MCM
407
Mainstream Capital Management
California
$1.02M
JFG
408
Jefferies Financial Group
New York
$1.02M
BBA
409
Baader Bank Aktiengesellschaft
Germany
$1.01M
CWM
410
CIBC World Markets
New York
$1.01M
KIM
411
Kestra Investment Management
Texas
$1.01M
LA
412
LVW Advisors
New York
$996K
LGA
413
Lebenthal Global Advisors
New York
$987K
Squarepoint
414
Squarepoint
New York
$977K
MWC
415
MBM Wealth Consultants
Missouri
$977K
CSI
416
Cross Staff Investments
New York
$975K
RBI
417
Raiffeisen Bank International
Austria
$967K
LCM
418
LRT Capital Management
Texas
$949K
ICP
419
Impact Capital Partners
Colorado
$932K
CCIA
420
Campbell & Co Investment Adviser
Maryland
$921K
SPS
421
Susquehanna Portfolio Strategies
Pennsylvania
$916K
WPW
422
Warther Private Wealth
Ohio
$915K
SCM
423
Shelton Capital Management
Colorado
$900K
BAM
424
Blueshift Asset Management
New Jersey
$900K
Cambridge Investment Research Advisors
425
Cambridge Investment Research Advisors
Iowa
$887K