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Interactive Brokers
IBKR

Overview Fund Activity

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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$222M
2
Marshall Wace
Marshall Wace
United Kingdom
+$113M
3
State Street
State Street
Massachusetts
+$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$297M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$119M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.5M
5
FFM
Fullerton Fund Management
Singapore
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
526
SKBA Capital Management
California
$281K +$76.3K +1,844 +37%
AF
527
Allworth Financial
California
$278K +$45.3K +1,072 +19%
IAA
528
Independent Advisor Alliance
North Carolina
$276K +$31.8K +768 +13%
SI
529
Seeds Investor
New York
$272K -$166 -4 -0.1%
ECM
530
Evergreen Capital Management
Washington
$272K -$33K -796 -11%
IWM
531
IHT Wealth Management
Illinois
$268K +$29.5K +712 +12%
SWP
532
Sagespring Wealth Partners
Tennessee
$266K +$7.62K +184 +3%
EH
533
Equitable Holdings
New York
$266K +$266K +6,420 New
SF
534
Summit Financial
New Jersey
$262K +$21.7K +524 +9%
AGC
535
Aspen Grove Capital
Colorado
$261K +$261K +6,304 New
SPC
536
Sigma Planning Corp
Michigan
$258K -$32.6K -788 -11%
CCM
537
Coldstream Capital Management
Washington
$257K +$19.7K +476 +8%
NG
538
Norden Group
Utah
$255K -$2.15K -52 -0.8%
GEM
539
Global Endowment Management
North Carolina
$255K -$307K -7,420 -55%
AAM
540
Aureus Asset Management
Massachusetts
$253K -$62.6K -1,512 -20%
FCH
541
Freestone Capital Holdings
Washington
$250K +$5.96K +144 +2%
BBA
542
Baader Bank Aktiengesellschaft
Germany
$250K +$1.98K +48 +0.8%
FWP
543
Forefront Wealth Partners
Texas
$250K +$250K +6,032 New
ASN
544
Advisory Services Network
Georgia
$250K +$250K +6,028 New
KIM
545
Kestra Investment Management
Texas
$243K +$241K +5,824 +16,178%
Focus Partners Wealth
546
Focus Partners Wealth
Massachusetts
$242K -$119K -2,884 -33%
PTC
547
Private Trust Company
Ohio
$239K +$152K +3,668 +174%
NA
548
NewEdge Advisors
Louisiana
$230K -$261K -6,316 -53%
Nisa Investment Advisors
549
Nisa Investment Advisors
Missouri
$228K -$16.6K -400 -7%
EC
550
EntryPoint Capital
New York
$228K -$132K -3,192 -37%
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