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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
TWM
501
Thrive Wealth Management
Pennsylvania
$482K
Lido Advisors
502
Lido Advisors
California
$478K
ATPW
503
Ashton Thomas Private Wealth
Arizona
$475K
LCM
504
Laurion Capital Management
New York
$474K
RWM
505
Ritholtz Wealth Management
New York
$474K
PFG
506
Putney Financial Group
California
$468K
AA
507
ALPS Advisors
Colorado
$462K
FB
508
Fulton Bank
Pennsylvania
$461K
SFG
509
Synergy Financial Group
California
$453K
VI
510
Versor Investments
New York
$451K
GLA
511
Great Lakes Advisors
Illinois
$444K
BCWM
512
Bartlett & Co Wealth Management
Ohio
$443K
1WA
513
180 Wealth Advisors
Washington
$442K
AWM
514
Axxcess Wealth Management
California
$441K
RPSA
515
Richard P. Slaughter Associates
Texas
$434K
CFO
516
Callan Family Office
Pennsylvania
$433K
CCG
517
Capital CS Group
California
$431K
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$429K
Mirae Asset Global ETFs Holdings
519
Mirae Asset Global ETFs Holdings
Hong Kong
$428K
UM
520
UniSuper Management
Australia
$421K
PAS
521
Park Avenue Securities
New York
$416K
FFA
522
Farther Finance Advisors
California
$409K
JSW
523
Journey Strategic Wealth
New Jersey
$398K
AF
524
Allworth Financial
California
$398K
BMWS
525
Brady Martz Wealth Solutions
North Dakota
$397K