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Interactive Brokers

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
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
501
Bartlett & Co Wealth Management
Ohio
$331K -$59.6K -1,440 -15%
IHL
502
Investment House LLC
California
$331K +$331K +8,000 New
MC
503
Matisse Capital
Oregon
$331K +$331K +8,000 New
EFM
504
E Fund Management
China
$331K +$331K +8,000 New
1WA
505
180 Wealth Advisors
Washington
$330K +$6.13K +148 +2%
I
506
InceptionR
California
$330K +$122K +2,936 +58%
RWM
507
Ritholtz Wealth Management
New York
$329K +$13.1K +316 +4%
Lido Advisors
508
Lido Advisors
California
$325K -$7.95K -192 -2%
IAN
509
Integrated Advisors Network
Texas
$323K -$301K -7,276 -48%
SI
510
Stephens Inc
Arkansas
$321K -$12.1K -292 -4%
MGP
511
Metis Global Partners
California
$319K +$319K +7,716 New
ONB
512
Old National Bancorp
Indiana
$306K -$518K -12,508 -63%
AWS
513
Atria Wealth Solutions
New York
$304K +$71K +1,716 +31%
KeyBank National Association
514
KeyBank National Association
Ohio
$301K -$185K -4,464 -38%
MFAM
515
Motley Fool Asset Management
Virginia
$300K +$34.6K +836 +13%
CP
516
CenterBook Partners
Connecticut
$299K +$299K +7,216 New
Parallax Volatility Advisers
517
Parallax Volatility Advisers
California
$298K +$298K +7,208 New
FPAS
518
Focus Partners Advisor Solutions
Missouri
$297K -$22.4K -540 -7%
BMWS
519
Brady Martz Wealth Solutions
North Dakota
$297K
HVP
520
Hudson Value Partners
Florida
$295K +$295K +7,116 New
LG
521
Leuthold Group
Minnesota
$294K -$9.94K -240 -3%
HGA
522
Hobbs Group Advisors
South Carolina
$290K -$19K -460 -6%
IA
523
IFP Advisors
Florida
$289K -$76.5K -1,844 -21%
NRG
524
Nemes Rush Group
Michigan
$288K +$69.4K +1,676 +32%
MHC
525
Meyer Handelman Company
New York
$282K