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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 %
BP
426
Ballentine Partners
Massachusetts
$845K +$845K +15,244 New
AO
427
Advisor OS
Illinois
$829K -$177K -3,189 -18%
CIA
428
Concurrent Investment Advisors
Florida
$813K -$569K -10,276 -41%
FTWA
429
Fifth Third Wealth Advisors
Ohio
$810K +$2.22K +40 +0.3%
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$808K +$808K +14,573 New
DIM
431
Delta Investment Management
California
$807K -$98.9K -1,784 -11%
Brown Advisory
432
Brown Advisory
Maryland
$803K +$15.6K +281 +2%
FFA
433
Florida Financial Advisors
Florida
$802K +$208K +3,755 +35%
IMC Chicago
434
IMC Chicago
Illinois
$787K +$787K +14,212 New
NS
435
NBC Securities
Alabama
$784K +$37.9K +684 +5%
CCA
436
Cottonwood Capital Advisors
Utah
$775K -$9.42K -170 -1%
VWM
437
Venturi Wealth Management
Texas
$771K -$133K -2,397 -15%
GRP
438
Global Retirement Partners
California
$761K +$761K +13,732 New
CIBC Asset Management
439
CIBC Asset Management
Ontario, Canada
$759K – – –
QC
440
Quantessence Capital
New York
$757K +$757K +13,666 New
PI
441
PFG Investments
New York
$752K +$17.7K +320 +2%
FAM
442
Formidable Asset Management
Ohio
$736K -$405K -7,308 -35%
Lazard Asset Management
443
Lazard Asset Management
New York
$725K +$723K +13,061 +46,646%
HAG
444
HighPoint Advisor Group
Illinois
$718K -$54.9K -990 -7%
MWPCG
445
Measured Wealth Private Client Group
New Hampshire
$713K +$45.9K +828 +7%
FSG
446
Financial Strategies Group
Michigan
$713K -$30.9K -527 -4%
ASN
447
Advisory Services Network
Georgia
$711K +$316K +4,816 +80%
Axa
448
Axa
France
$710K -$535K -9,660 -43%
Capstone Investment Advisors
449
Capstone Investment Advisors
New York
$700K +$700K +12,629 New
NA
450
Navellier & Associates
Nevada
$688K -$5.43K -98 -0.8%
16 17
18
19 20