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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
BRWA
426
B. Riley Wealth Advisors
Florida
$874K
EA
427
Everpar Advisors
Oklahoma
$864K
BP
428
Ballentine Partners
Massachusetts
$845K
AO
429
Advisor OS
Illinois
$829K
CIA
430
Concurrent Investment Advisors
Florida
$813K
FTWA
431
Fifth Third Wealth Advisors
Ohio
$810K
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$808K
DIM
433
Delta Investment Management
California
$807K
Brown Advisory
434
Brown Advisory
Maryland
$803K
FFA
435
Florida Financial Advisors
Florida
$802K
IMC Chicago
436
IMC Chicago
Illinois
$787K
NS
437
NBC Securities
Alabama
$784K
CCA
438
Cottonwood Capital Advisors
Utah
$775K
VWM
439
Venturi Wealth Management
Texas
$771K
GRP
440
Global Retirement Partners
California
$761K
CIBC Asset Management
441
CIBC Asset Management
Ontario, Canada
$759K
QC
442
Quantessence Capital
New York
$757K
PI
443
PFG Investments
New York
$752K
FAM
444
Formidable Asset Management
Ohio
$736K
Lazard Asset Management
445
Lazard Asset Management
New York
$725K
HAG
446
HighPoint Advisor Group
Illinois
$718K
MWPCG
447
Measured Wealth Private Client Group
New Hampshire
$713K
FSG
448
Financial Strategies Group
Michigan
$713K
ASN
449
Advisory Services Network
Georgia
$711K
Axa
450
Axa
France
$710K