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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
Capstone Investment Advisors
451
Capstone Investment Advisors
New York
$700K
NA
452
Navellier & Associates
Nevada
$688K
YMRC
453
Yorktown Management & Research Company
Virginia
$687K
SIA
454
Strategic Investment Advisors
Michigan
$686K
FHA
455
Flagship Harbor Advisors
Massachusetts
$684K
KRSITF
456
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$677K
RCM
457
Raleigh Capital Management
North Carolina
$676K
BEI
458
Benjamin Edwards Inc
Missouri
$675K
MC
459
Matisse Capital
Oregon
$665K
VH
460
Visionary Horizons
Tennessee
$651K
HFO
461
Heritage Family Offices
Arizona
$650K
FT
462
Fiduciary Trust
Massachusetts
$643K
MYAM
463
Meiji Yasuda Asset Management
Japan
$633K
MCC
464
Malaga Cove Capital
California
$631K
SIM
465
Studio Investment Management
Illinois
$628K
BC
466
Bridgefront Capital
Texas
$622K
RWM
467
Revisor Wealth Management
Ohio
$617K
LAM
468
L2 Asset Management
Massachusetts
$613K
SAM
469
Shell Asset Management
Netherlands
$602K
MLM
470
Mount Lucas Management
Pennsylvania
$600K
SFI
471
Susquehanna Fundamental Investments
Pennsylvania
$598K
NEI
472
Northwest & Ethical Investments
Ontario, Canada
$591K
Bessemer Group
473
Bessemer Group
New Jersey
$589K
Fayez Sarofim & Co
474
Fayez Sarofim & Co
Texas
$576K
Rafferty Asset Management
475
Rafferty Asset Management
New York
$569K