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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
BAM
426
Blueshift Asset Management
New Jersey
$900K
Cambridge Investment Research Advisors
427
Cambridge Investment Research Advisors
Iowa
$887K
BRWA
428
B. Riley Wealth Advisors
Florida
$874K
EA
429
Everpar Advisors
Oklahoma
$864K
BP
430
Ballentine Partners
Massachusetts
$845K
AO
431
Advisor OS
Illinois
$829K
CIA
432
Concurrent Investment Advisors
Florida
$813K
FTWA
433
Fifth Third Wealth Advisors
Ohio
$810K
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$808K
DIM
435
Delta Investment Management
California
$807K
Brown Advisory
436
Brown Advisory
Maryland
$803K
FFA
437
Florida Financial Advisors
Florida
$802K
IMC Chicago
438
IMC Chicago
Illinois
$787K
NS
439
NBC Securities
Alabama
$784K
CCA
440
Cottonwood Capital Advisors
Utah
$775K
VWM
441
Venturi Wealth Management
Texas
$771K
GRP
442
Global Retirement Partners
California
$761K
CIBC Asset Management
443
CIBC Asset Management
Ontario, Canada
$759K
QC
444
Quantessence Capital
New York
$757K
PI
445
PFG Investments
New York
$752K
FAM
446
Formidable Asset Management
Ohio
$736K
Lazard Asset Management
447
Lazard Asset Management
New York
$725K
HAG
448
HighPoint Advisor Group
Illinois
$718K
MWPCG
449
Measured Wealth Private Client Group
New Hampshire
$713K
FSG
450
Financial Strategies Group
Michigan
$713K