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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
WA
501
Wealth Alliance
New York
$486K
QCM
502
Qsemble Capital Management
New York
$484K
LS
503
Livforsakringsbolaget Skandia
Sweden
$482K
TWM
504
Thrive Wealth Management
Pennsylvania
$482K
Lido Advisors
505
Lido Advisors
California
$478K
ATPW
506
Ashton Thomas Private Wealth
Arizona
$475K
LCM
507
Laurion Capital Management
New York
$474K
RWM
508
Ritholtz Wealth Management
New York
$474K
PFG
509
Putney Financial Group
California
$468K
AA
510
ALPS Advisors
Colorado
$462K
FB
511
Fulton Bank
Pennsylvania
$461K
SFG
512
Synergy Financial Group
California
$453K
VI
513
Versor Investments
New York
$451K
GLA
514
Great Lakes Advisors
Illinois
$444K
BCWM
515
Bartlett & Co Wealth Management
Ohio
$443K
1WA
516
180 Wealth Advisors
Washington
$442K
AWM
517
Axxcess Wealth Management
California
$441K
RPSA
518
Richard P. Slaughter Associates
Texas
$434K
CFO
519
Callan Family Office
Pennsylvania
$433K
CCG
520
Capital CS Group
California
$431K
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$429K
Mirae Asset Global ETFs Holdings
522
Mirae Asset Global ETFs Holdings
Hong Kong
$428K
UM
523
UniSuper Management
Australia
$421K
PAS
524
Park Avenue Securities
New York
$416K
FFA
525
Farther Finance Advisors
California
$409K