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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 %
ATPW
501
Ashton Thomas Private Wealth
Arizona
$475K -$665 -12 -0.1%
LCM
502
Laurion Capital Management
New York
$474K +$474K +8,559 New
RWM
503
Ritholtz Wealth Management
New York
$474K +$33.5K +605 +8%
PFG
504
Putney Financial Group
California
$468K -$21.5K -388 -4%
AA
505
ALPS Advisors
Colorado
$462K +$5.54K +100 +1%
FB
506
Fulton Bank
Pennsylvania
$461K -$132K -2,376 -22%
SFG
507
Synergy Financial Group
California
$453K -$103K -1,864 -19%
VI
508
Versor Investments
New York
$451K +$451K +8,132 New
GLA
509
Great Lakes Advisors
Illinois
$444K +$444K +8,018 New
BCWM
510
Bartlett & Co Wealth Management
Ohio
$443K – – –
1WA
511
180 Wealth Advisors
Washington
$442K +$222 +4 +0.1%
AWM
512
Axxcess Wealth Management
California
$441K -$65.3K -1,179 -13%
RPSA
513
Richard P. Slaughter Associates
Texas
$434K -$403K -7,272 -48%
CFO
514
Callan Family Office
Pennsylvania
$433K +$433K +7,812 New
CCG
515
Capital CS Group
California
$431K +$431K +7,779 New
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$429K -$14.7K -266 -3%
Mirae Asset Global ETFs Holdings
517
Mirae Asset Global ETFs Holdings
Hong Kong
$428K +$188K +3,412 +79%
UM
518
UniSuper Management
Australia
$421K -$66.5K -1,200 -14%
PAS
519
Park Avenue Securities
New York
$416K +$416K +7,516 New
FFA
520
Farther Finance Advisors
California
$409K +$272K +4,906 +198%
JSW
521
Journey Strategic Wealth
New Jersey
$398K +$398K +7,183 New
AF
522
Allworth Financial
California
$398K +$33K +596 +9%
BMWS
523
Brady Martz Wealth Solutions
North Dakota
$397K – – –
LG
524
Leuthold Group
Minnesota
$393K – – –
Hudson Bay Capital Management
525
Hudson Bay Capital Management
Connecticut
$392K +$392K +7,070 New
19 20
21
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