IBKR icon

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
JSW
526
Journey Strategic Wealth
New Jersey
$398K
AF
527
Allworth Financial
California
$398K
BMWS
528
Brady Martz Wealth Solutions
North Dakota
$397K
LG
529
Leuthold Group
Minnesota
$393K
Hudson Bay Capital Management
530
Hudson Bay Capital Management
Connecticut
$392K
AGM
531
Alpine Global Management
New York
$389K
MFAM
532
Motley Fool Asset Management
Virginia
$389K
FIM
533
Freedom Investment Management
Connecticut
$385K
NRG
534
Nemes Rush Group
Michigan
$382K
SCM
535
SKBA Capital Management
California
$382K
MHC
536
Meyer Handelman Company
New York
$377K
SF
537
Summit Financial
New Jersey
$376K
IAA
538
Independent Advisor Alliance
North Carolina
$372K
WIA
539
World Investment Advisors
California
$368K
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$368K
ECM
541
Evergreen Capital Management
Washington
$359K
AFG
542
ABLE Financial Group
Arizona
$359K
SI
543
Seeds Investor
New York
$357K
SWP
544
Sagespring Wealth Partners
Tennessee
$354K
FFA
545
Fairfield Financial Advisors
Massachusetts
$353K
FCH
546
Freestone Capital Holdings
Washington
$351K
LWL
547
Leo Wealth LLC
Texas
$345K
IWM
548
IHT Wealth Management
Illinois
$340K
SI
549
Stephens Inc
Arkansas
$339K
AAM
550
Aureus Asset Management
Massachusetts
$339K