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Interactive Brokers

737 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, 263 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.28% more ownership

Funds ownership: 343.63%343.91% (+0.28%)

8% less capital invested

Capital invested by funds: $16.9B → $15.5B (-$1.43B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391M
Puts
$305M
Net Calls
Net Calls Change

Top Buyers

1 +$222M
2 +$113M
3 +$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
451
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$508K
RCM
452
Raleigh Capital Management
North Carolina
$505K
MWPCG
453
Measured Wealth Private Client Group
New Hampshire
$499K
RIM
454
Rakuten Investment Management
Japan
$495K
CG
455
Caprock Group
Idaho
$492K
SIM
456
Studio Investment Management
Illinois
$482K
BEI
457
Benjamin Edwards Inc
Missouri
$481K
EWA
458
EverSource Wealth Advisors
Alabama
$478K
RWM
459
Revisor Wealth Management
Ohio
$455K
SAM
460
Shell Asset Management
Netherlands
$450K
FFA
461
Florida Financial Advisors
Florida
$444K
FB
462
Fulton Bank
Pennsylvania
$443K
PA
463
Profund Advisors
Maryland
$441K
VCP
464
Verus Capital Partners
Arizona
$440K
Rafferty Asset Management
465
Rafferty Asset Management
New York
$427K
Fayez Sarofim & Co
466
Fayez Sarofim & Co
Texas
$425K
FHA
467
Flagship Harbor Advisors
Massachusetts
$425K
GI
468
GAMMA Investing
California
$424K
PAG
469
Private Advisory Group
Washington
$423K
CA
470
Crewe Advisors
Utah
$422K
FCBT
471
First Citizens Bank & Trust
North Carolina
$421K
OTL
472
Oak Thistle LLC
New York
$420K
TWM
473
Thrive Wealth Management
Pennsylvania
$419K
WA
474
Wealth Alliance
New York
$418K
SFG
475
Synergy Financial Group
California
$416K