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Interactive Brokers
IBKR

Overview Fund Activity

736 hedge funds and large institutions have $15.5B invested in Interactive Brokers in 2025 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 262 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+35
Holders Change %
+4.99%
% of All Funds
10%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
137
Increased
262
Reduced
256
Closed
88
Calls
$391M
Puts
$305M
Net Calls
+$85.3M
Net Calls Change
+$26.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$222M
2
Marshall Wace
Marshall Wace
United Kingdom
+$113M
3
State Street
State Street
Massachusetts
+$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$297M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$119M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.5M
5
FFM
Fullerton Fund Management
Singapore
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
426
Strategic Investment Advisors
Michigan
$627K -$397K -9,592 -39%
RPSA
427
Richard P. Slaughter Associates
Texas
$625K -$795K -19,200 -56%
HA
428
Harfst & Associates
Wyoming
$607K +$607K +14,668 New
FTWA
429
Fifth Third Wealth Advisors
Ohio
$603K +$6.79K +164 +1%
HAG
430
HighPoint Advisor Group
Illinois
$599K -$17.7K -412 -3%
Brown Advisory
431
Brown Advisory
Maryland
$588K -$331 -8 -0.1%
CCA
432
Cottonwood Capital Advisors
Utah
$586K -$4.8K -116 -0.8%
CIAM
433
Caitong International Asset Management
Hong Kong
$583K +$550K +13,284 +1,652%
MS
434
Maven Securities
Jersey
$580K +$49.7K +1,200 +9%
1C
435
111 Capital
France
$573K +$366K +8,840 +177%
NEI
436
Northwest & Ethical Investments
Ontario, Canada
$568K +$568K +13,748 New
CIBC Asset Management
437
CIBC Asset Management
Ontario, Canada
$567K +$14.7K +356 +3%
GAM
438
Griffin Asset Management
New York
$563K -$13.2K -320 -2%
NA
439
Navellier & Associates
Nevada
$562K -$189K -4,200 -25%
NS
440
NBC Securities
Alabama
$557K +$556K +13,456 +84,100%
FSG
441
Financial Strategies Group
Michigan
$550K +$104K +2,396 +23%
PI
442
PFG Investments
New York
$548K +$49.7K +1,200 +10%
PWM
443
Pinnacle Wealth Management
California
$544K +$544K +13,148 New
NERM
444
New England Research & Management
Illinois
$538K +$538K +13,000 New
CSI
445
Cross Staff Investments
New York
$522K – – –
PHK
446
Point72 Hong Kong
Hong Kong
$521K +$521K +12,596 New
Cambridge Investment Research Advisors
447
Cambridge Investment Research Advisors
Iowa
$519K +$10.3K +248 +2%
YMRC
448
Yorktown Management & Research Company
Virginia
$513K – – –
Jones Financial Companies
449
Jones Financial Companies
Missouri
$512K +$234K +5,684 +84%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$508K +$508K +12,276 New
16 17
18
19 20