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Interactive Brokers
IBKR

Overview Fund Activity

789 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+53
Holders Change %
+7.2%
% of All Funds
10.58%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
145
Increased
270
Reduced
283
Closed
79
Calls
$524M
Puts
$511M
Net Calls
+$12.8M
Net Calls Change
-$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
476
Profund Advisors
Maryland
$559K -$30.3K -547 -5%
PFA
477
Petra Financial Advisors
Colorado
$557K +$268K +4,830 +92%
HWM
478
HB Wealth Management
Georgia
$554K +$62.3K +1,124 +13%
BMSSC
479
B. Metzler seel. Sohn & Co
Germany
$551K – – –
JIC
480
Joel Isaacson & Co
New York
$550K +$831 +15 +0.2%
BAMF
481
BI Asset Management Fondsmaeglerselskab
Denmark
$549K +$409K +7,388 +292%
EWA
482
EverSource Wealth Advisors
Alabama
$545K -$95.1K -1,717 -15%
RWPA
483
Richard W. Paul & Associates
Michigan
$540K +$7.37K +133 +1%
CFSG
484
Clark Financial Services Group
Missouri
$535K +$53.9K +972 +11%
LA
485
LBP AM
France
$531K +$531K +9,584 New
GCM
486
Graham Capital Management
Connecticut
$528K -$6.16M -111,246 -92%
MWM
487
Maridea Wealth Management
New York
$524K +$524K +9,452 New
IWC
488
Integrated Wealth Concepts
Massachusetts
$519K +$217K +3,910 +72%
MWM
489
Mission Wealth Management
California
$516K -$1.53M -27,580 -75%
I
490
InceptionR
California
$510K +$69.2K +1,248 +16%
Fisher Asset Management
491
Fisher Asset Management
Washington
$506K +$42K +758 +9%
Focus Partners Wealth
492
Focus Partners Wealth
Massachusetts
$502K +$178K +3,212 +55%
PCM
493
Park Capital Management
Wisconsin
$495K +$2.38K +43 +0.5%
AAIS
494
ABN AMRO Investment Solutions
$489K – – –
ACH
495
ArrowMark Colorado Holdings
Colorado
$488K – – –
WA
496
Wealth Alliance
New York
$486K -$73.5K -1,326 -13%
QCM
497
Qsemble Capital Management
New York
$484K -$12.3M -221,948 -96%
LS
498
Livforsakringsbolaget Skandia
Sweden
$482K +$147K +1,398 +44%
TWM
499
Thrive Wealth Management
Pennsylvania
$482K -$78.7K -1,421 -14%
Lido Advisors
500
Lido Advisors
California
$478K +$42.6K +769 +10%
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