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Interactive Brokers
IBKR

Overview Fund Activity

789 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+53
Holders Change %
+7.2%
% of All Funds
10.58%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
145
Increased
270
Reduced
283
Closed
79
Calls
$524M
Puts
$511M
Net Calls
+$12.8M
Net Calls Change
-$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
526
Alpine Global Management
New York
$389K +$389K +7,028 New
MFAM
527
Motley Fool Asset Management
Virginia
$389K -$12.4K -224 -3%
FIM
528
Freedom Investment Management
Connecticut
$385K -$152K -2,746 -28%
NRG
529
Nemes Rush Group
Michigan
$382K -$3.27K -59 -0.8%
SCM
530
SKBA Capital Management
California
$382K +$5.98K +108 +2%
MHC
531
Meyer Handelman Company
New York
$377K – – –
SF
532
Summit Financial
New Jersey
$376K +$24.3K +438 +7%
IAA
533
Independent Advisor Alliance
North Carolina
$372K +$1.83K +33 +0.5%
WIA
534
World Investment Advisors
California
$368K +$368K +6,650 New
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
$368K -$121K -2,186 -25%
ECM
536
Evergreen Capital Management
Washington
$359K -$4.65K -84 -1%
AFG
537
ABLE Financial Group
Arizona
$359K -$100K -1,808 -22%
SI
538
Seeds Investor
New York
$357K -$7.59K -137 -2%
SWP
539
Sagespring Wealth Partners
Tennessee
$354K -$2.94K -53 -0.8%
FFA
540
Fairfield Financial Advisors
Massachusetts
$353K +$353K +6,374 New
FCH
541
Freestone Capital Holdings
Washington
$351K +$15.5K +280 +5%
LWL
542
Leo Wealth LLC
Texas
$345K +$345K +6,220 New
IWM
543
IHT Wealth Management
Illinois
$340K -$19.3K -349 -5%
SI
544
Stephens Inc
Arkansas
$339K -$90.2K -1,628 -21%
AAM
545
Aureus Asset Management
Massachusetts
$339K – – –
NG
546
Norden Group
Utah
$334K -$6.87K -124 -2%
SFI
547
Siemens Fonds Invest
Germany
$334K +$55.9K +1,008 +20%
CCM
548
Cinctive Capital Management
New York
$334K +$334K +6,036 New
STA
549
Summit Trail Advisors
New York
$334K +$334K +6,024 New
CCM
550
Coldstream Capital Management
Washington
$334K -$10.9K -196 -3%
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