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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 %
RCM
451
Raleigh Capital Management
North Carolina
$505K -$244K -5,888 -33%
MWPCG
452
Measured Wealth Private Client Group
New Hampshire
$499K +$21K +508 +4%
RIM
453
Rakuten Investment Management
Japan
$495K +$495K +12,016 New
CG
454
Caprock Group
Idaho
$492K +$331 +8 +0.1%
SIM
455
Studio Investment Management
Illinois
$482K -$52.2K -1,260 -10%
BEI
456
Benjamin Edwards Inc
Missouri
$481K +$1.66K +40 +0.3%
EWA
457
EverSource Wealth Advisors
Alabama
$478K +$5.63K +136 +1%
RWM
458
Revisor Wealth Management
Ohio
$455K +$114K +2,744 +33%
SAM
459
Shell Asset Management
Netherlands
$450K +$450K +10,872 New
FFA
460
Florida Financial Advisors
Florida
$444K +$444K +10,716 New
FB
461
Fulton Bank
Pennsylvania
$443K -$107K -2,576 -19%
PA
462
Profund Advisors
Maryland
$441K -$6.29K -152 -1%
VCP
463
Verus Capital Partners
Arizona
$440K – – –
Rafferty Asset Management
464
Rafferty Asset Management
New York
$427K -$142K -3,420 -25%
Fayez Sarofim & Co
465
Fayez Sarofim & Co
Texas
$425K -$53.8K -1,300 -11%
FHA
466
Flagship Harbor Advisors
Massachusetts
$425K +$74.5K +1,800 +21%
GI
467
GAMMA Investing
California
$424K +$109K +2,640 +35%
PAG
468
Private Advisory Group
Washington
$423K -$599K -14,460 -59%
CA
469
Crewe Advisors
Utah
$422K – – –
FCBT
470
First Citizens Bank & Trust
North Carolina
$421K +$25.5K +616 +6%
OTL
471
Oak Thistle LLC
New York
$420K +$420K +10,148 New
TWM
472
Thrive Wealth Management
Pennsylvania
$419K +$50.5K +1,220 +14%
WA
473
Wealth Alliance
New York
$418K -$55.5K -1,340 -12%
SFG
474
Synergy Financial Group
California
$416K -$29.5K -712 -7%
BMSSC
475
B. Metzler seel. Sohn & Co
Germany
$412K +$412K +9,948 New
17 18
19
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