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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 %
Charles Schwab
26
Charles Schwab
California
$140M +$4.4M +106,380 +3%
BCM
27
Bares Capital Management
Texas
$140M -$17.7M -428,440 -11%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$132M +$47.3M +1,141,860 +56%
Renaissance Technologies
29
Renaissance Technologies
New York
$117M +$17.3M +417,600 +17%
Two Sigma Investments
30
Two Sigma Investments
New York
$111M +$30.2M +730,704 +37%
Citadel Advisors
31
Citadel Advisors
Florida
$110M +$46.4M +1,119,984 +73%
BCM
32
Bronte Capital Management
Australia
$102M -$13.3M -273,840 -12%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$101M -$3.62M -87,424 -3%
Goldman Sachs
34
Goldman Sachs
New York
$98.9M +$33M +797,868 +50%
Raymond James Financial
35
Raymond James Financial
Florida
$98.6M -$13.9M -336,780 -12%
AM
36
AGF Management
Ontario, Canada
$92.5M +$1.42M +34,392 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$89.4M +$16.4M +395,176 +22%
KBC Group
38
KBC Group
Belgium
$86.5M +$62.1M +1,500,692 +255%
Millennium Management
39
Millennium Management
New York
$83.4M +$8.88M +214,448 +12%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$82.7M +$12.9M +311,868 +18%
Empower Advisory Group
41
Empower Advisory Group
Colorado
$74.1M -$38M -917,100 -34%
UBS AM
42
UBS AM
Illinois
$70.4M +$19.6M +472,464 +38%
Legal & General Group
43
Legal & General Group
United Kingdom
$69.6M +$12.8M +309,808 +23%
AA
44
Ancient Art
Texas
$68M -$5.8M -140,000 -8%
TCM
45
TimesSquare Capital Management
New York
$65M +$17.3M +417,800 +36%
Citigroup
46
Citigroup
New York
$62.4M +$85.3K +2,060 +0.1%
First Trust Advisors
47
First Trust Advisors
Illinois
$61.1M +$49M +1,183,380 +403%
UBS Group
48
UBS Group
Switzerland
$60.6M -$2.1M -50,704 -3%
Principal Financial Group
49
Principal Financial Group
Iowa
$59.4M -$489K -11,824 -0.8%
Fidelity International
50
Fidelity International
Bermuda
$54.5M -$6.64M -160,284 -11%
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