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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
EC
551
EntryPoint Capital
New York
$228K
HIS
552
Harvest Investment Services
Illinois
$228K
LFP
553
Leeward Financial Partners
Washington
$227K
IWC
554
Integrated Wealth Concepts
Massachusetts
$226K
MPPLM
555
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$224K
WPC
556
Wedmont Private Capital
Pennsylvania
$222K
AIP
557
Arrowpoint Investment Partners
Singapore
$222K
PPWP
558
Premier Path Wealth Partners
New Jersey
$221K
SIM
559
Stratos Investment Management
Ohio
$217K
PFA
560
Petra Financial Advisors
Colorado
$216K
RS
561
R Squared
Hong Kong
$212K
GM
562
GeoWealth Management
Illinois
$211K
CFG
563
Cooper Financial Group
California
$210K
UCFA
564
United Capital Financial Advisors
Texas
$209K
SFI
565
Siemens Fonds Invest
Germany
$208K
EDRH
566
Edmond de Rothschild Holding
Switzerland
$207K
PW
567
PUREfi Wealth
Massachusetts
$206K
FCP
568
Fidelis Capital Partners
Florida
$203K
AG
569
Algert Global
California
$202K
UB
570
UMB Bank
Missouri
$191K
Mirae Asset Global ETFs Holdings
571
Mirae Asset Global ETFs Holdings
Hong Kong
$179K
CA
572
Clearstead Advisors
Ohio
$176K
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$176K
O
574
Ossiam
France
$163K
PD
575
Point72 (DIFC)
United Arab Emirates
$156K