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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
ASN
451
Advisory Services Network
Georgia
$711K
Axa
452
Axa
France
$710K
Capstone Investment Advisors
453
Capstone Investment Advisors
New York
$700K
NA
454
Navellier & Associates
Nevada
$688K
YMRC
455
Yorktown Management & Research Company
Virginia
$687K
SIA
456
Strategic Investment Advisors
Michigan
$686K
FHA
457
Flagship Harbor Advisors
Massachusetts
$684K
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$677K
RCM
459
Raleigh Capital Management
North Carolina
$676K
BEI
460
Benjamin Edwards Inc
Missouri
$675K
MC
461
Matisse Capital
Oregon
$665K
VH
462
Visionary Horizons
Tennessee
$651K
HFO
463
Heritage Family Offices
Arizona
$650K
FT
464
Fiduciary Trust
Massachusetts
$643K
MYAM
465
Meiji Yasuda Asset Management
Japan
$633K
MCC
466
Malaga Cove Capital
California
$631K
SIM
467
Studio Investment Management
Illinois
$628K
BC
468
Bridgefront Capital
Texas
$622K
RWM
469
Revisor Wealth Management
Ohio
$617K
LAM
470
L2 Asset Management
Massachusetts
$613K
SIL
471
Severin Investments, LLC
Missouri
$602K
SAM
472
Shell Asset Management
Netherlands
$602K
MLM
473
Mount Lucas Management
Pennsylvania
$600K
SFI
474
Susquehanna Fundamental Investments
Pennsylvania
$598K
NEI
475
Northwest & Ethical Investments
Ontario, Canada
$591K