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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 %
JIC
476
Joel Isaacson & Co
New York
$411K +$13.1K +316 +3%
FIM
477
Freedom Investment Management
Connecticut
$401K -$58.8K -1,420 -13%
RWPA
478
Richard W. Paul & Associates
Michigan
$398K -$197K -4,768 -33%
HWAM
479
Hennion & Walsh Asset Management
New Jersey
$394K -$22.2K -536 -5%
AWM
480
Axxcess Wealth Management
California
$378K -$29K -700 -7%
PCM
481
Park Capital Management
Wisconsin
$368K +$7.62K +184 +2%
HWM
482
HB Wealth Management
Georgia
$368K +$56.1K +1,356 +18%
PFG
483
Putney Financial Group
California
$365K – – –
AAIS
484
ABN AMRO Investment Solutions
$365K +$365K +8,824 New
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
$365K -$7.78K -188 -2%
ACH
486
ArrowMark Colorado Holdings
Colorado
$364K – – –
UM
487
UniSuper Management
Australia
$364K +$364K +8,800 New
FT
488
Fiduciary Trust
Massachusetts
$364K +$105K +2,532 +40%
MCC
489
Malaga Cove Capital
California
$364K +$165K +3,988 +83%
CFSG
490
Clark Financial Services Group
Missouri
$359K +$95.4K +2,304 +36%
KLCM
491
KG&L Capital Management
Louisiana
$357K -$44.7K -1,080 -11%
ATPW
492
Ashton Thomas Private Wealth
Arizona
$356K +$34.6K +836 +11%
ACA
493
Aptus Capital Advisors
Alabama
$352K +$352K +8,496 New
HH
494
Hilltop Holdings
Texas
$350K -$62.9K -1,520 -15%
HCA
495
Hyperion Capital Advisors
New York
$350K -$199K -4,800 -36%
Fisher Asset Management
496
Fisher Asset Management
Washington
$347K +$113K +2,740 +49%
LAM
497
Lifestyle Asset Management
Texas
$343K -$19.4K -468 -5%
AFG
498
ABLE Financial Group
Arizona
$343K +$74.8K +1,808 +28%
AA
499
ALPS Advisors
Colorado
$341K -$118K -2,840 -26%
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$331K -$141K -3,396 -30%
18 19
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