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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 %
YMRC
451
Yorktown Management & Research Company
Virginia
$687K – – –
SIA
452
Strategic Investment Advisors
Michigan
$686K -$142K -2,591 -17%
FHA
453
Flagship Harbor Advisors
Massachusetts
$684K +$115K +2,073 +20%
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$677K -$3.38K -61 -0.5%
RCM
455
Raleigh Capital Management
North Carolina
$676K +$332 +6 +0%
BEI
456
Benjamin Edwards Inc
Missouri
$675K +$31.8K +573 +5%
MC
457
Matisse Capital
Oregon
$665K +$222K +4,000 +50%
VH
458
Visionary Horizons
Tennessee
$651K +$651K +11,755 New
HFO
459
Heritage Family Offices
Arizona
$650K -$1.95M -11,844 -75%
FT
460
Fiduciary Trust
Massachusetts
$643K +$156K +2,815 +32%
MYAM
461
Meiji Yasuda Asset Management
Japan
$633K -$277K -4,992 -30%
MCC
462
Malaga Cove Capital
California
$631K +$144K +2,592 +29%
SIM
463
Studio Investment Management
Illinois
$628K -$16.6K -300 -3%
BC
464
Bridgefront Capital
Texas
$622K -$508K -9,173 -45%
RWM
465
Revisor Wealth Management
Ohio
$617K -$30.5K -517 -5%
LAM
466
L2 Asset Management
Massachusetts
$613K +$613K +11,070 New
SAM
467
Shell Asset Management
Netherlands
$602K – – –
MLM
468
Mount Lucas Management
Pennsylvania
$600K +$600K +10,832 New
SFI
469
Susquehanna Fundamental Investments
Pennsylvania
$598K -$1.19M -21,500 -67%
NEI
470
Northwest & Ethical Investments
Ontario, Canada
$591K -$151K -2,800 -20%
Bessemer Group
471
Bessemer Group
New Jersey
$589K -$1.18M -21,300 -67%
Fayez Sarofim & Co
472
Fayez Sarofim & Co
Texas
$576K +$6.82K +123 +1%
Rafferty Asset Management
473
Rafferty Asset Management
New York
$569K -$2.66K -48 -0.5%
CA
474
Crewe Advisors
Utah
$565K – – –
GI
475
GAMMA Investing
California
$564K -$3.16K -57 -0.6%
17 18
19
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