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Interactive Brokers

737 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, 263 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.28% more ownership

Funds ownership: 343.63%343.91% (+0.28%)

8% less capital invested

Capital invested by funds: $16.9B → $15.5B (-$1.43B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391M
Puts
$305M
Net Calls
Net Calls Change

Top Buyers

1 +$222M
2 +$113M
3 +$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
526
Meyer Handelman Company
New York
$282K
SCM
527
SKBA Capital Management
California
$281K
AF
528
Allworth Financial
California
$278K
IAA
529
Independent Advisor Alliance
North Carolina
$276K
SI
530
Seeds Investor
New York
$272K
ECM
531
Evergreen Capital Management
Washington
$272K
IWM
532
IHT Wealth Management
Illinois
$268K
SWP
533
Sagespring Wealth Partners
Tennessee
$266K
EH
534
Equitable Holdings
New York
$266K
SF
535
Summit Financial
New Jersey
$262K
AGC
536
Aspen Grove Capital
Colorado
$261K
SPC
537
Sigma Planning Corp
Michigan
$258K
CCM
538
Coldstream Capital Management
Washington
$257K
NG
539
Norden Group
Utah
$255K
GEM
540
Global Endowment Management
North Carolina
$255K
AAM
541
Aureus Asset Management
Massachusetts
$253K
FCH
542
Freestone Capital Holdings
Washington
$250K
BBA
543
Baader Bank Aktiengesellschaft
Germany
$250K
FWP
544
Forefront Wealth Partners
Texas
$250K
ASN
545
Advisory Services Network
Georgia
$250K
KIM
546
Kestra Investment Management
Texas
$243K
Focus Partners Wealth
547
Focus Partners Wealth
Massachusetts
$242K
PTC
548
Private Trust Company
Ohio
$239K
NA
549
NewEdge Advisors
Louisiana
$230K
Nisa Investment Advisors
550
Nisa Investment Advisors
Missouri
$228K