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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
LG
526
Leuthold Group
Minnesota
$393K
Hudson Bay Capital Management
527
Hudson Bay Capital Management
Connecticut
$392K
AGM
528
Alpine Global Management
New York
$389K
MFAM
529
Motley Fool Asset Management
Virginia
$389K
FIM
530
Freedom Investment Management
Connecticut
$385K
NRG
531
Nemes Rush Group
Michigan
$382K
SCM
532
SKBA Capital Management
California
$382K
MHC
533
Meyer Handelman Company
New York
$377K
SF
534
Summit Financial
New Jersey
$376K
IAA
535
Independent Advisor Alliance
North Carolina
$372K
WIA
536
World Investment Advisors
California
$368K
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$368K
ECM
538
Evergreen Capital Management
Washington
$359K
AFG
539
ABLE Financial Group
Arizona
$359K
SI
540
Seeds Investor
New York
$357K
SWP
541
Sagespring Wealth Partners
Tennessee
$354K
FFA
542
Fairfield Financial Advisors
Massachusetts
$353K
FCH
543
Freestone Capital Holdings
Washington
$351K
LWL
544
Leo Wealth LLC
Texas
$345K
IWM
545
IHT Wealth Management
Illinois
$340K
SI
546
Stephens Inc
Arkansas
$339K
AAM
547
Aureus Asset Management
Massachusetts
$339K
NG
548
Norden Group
Utah
$334K
SFI
549
Siemens Fonds Invest
Germany
$334K
CCM
550
Cinctive Capital Management
New York
$334K