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