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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
Bessemer Group
476
Bessemer Group
New Jersey
$589K
Fayez Sarofim & Co
477
Fayez Sarofim & Co
Texas
$576K
Rafferty Asset Management
478
Rafferty Asset Management
New York
$569K
CA
479
Crewe Advisors
Utah
$565K
GI
480
GAMMA Investing
California
$564K
PA
481
Profund Advisors
Maryland
$559K
PFA
482
Petra Financial Advisors
Colorado
$557K
HWM
483
HB Wealth Management
Georgia
$554K
BMSSC
484
B. Metzler seel. Sohn & Co
Germany
$551K
JIC
485
Joel Isaacson & Co
New York
$550K
BAMF
486
BI Asset Management Fondsmaeglerselskab
Denmark
$549K
EWA
487
EverSource Wealth Advisors
Alabama
$545K
RWPA
488
Richard W. Paul & Associates
Michigan
$540K
CFSG
489
Clark Financial Services Group
Missouri
$535K
LA
490
LBP AM
France
$531K
GCM
491
Graham Capital Management
Connecticut
$528K
MWM
492
Maridea Wealth Management
New York
$524K
IWC
493
Integrated Wealth Concepts
Massachusetts
$519K
MWM
494
Mission Wealth Management
California
$516K
I
495
InceptionR
California
$510K
Fisher Asset Management
496
Fisher Asset Management
Washington
$506K
Focus Partners Wealth
497
Focus Partners Wealth
Massachusetts
$502K
PCM
498
Park Capital Management
Wisconsin
$495K
AAIS
499
ABN AMRO Investment Solutions
$489K
ACH
500
ArrowMark Colorado Holdings
Colorado
$488K