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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 %
HIS
551
Harvest Investment Services
Illinois
$228K +$228K +5,496 New
LFP
552
Leeward Financial Partners
Washington
$227K – – –
IWC
553
Integrated Wealth Concepts
Massachusetts
$226K -$7.12K -172 -3%
MPPLM
554
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$224K +$14.4K +348 +7%
WPC
555
Wedmont Private Capital
Pennsylvania
$222K +$2.74K +64 +1%
AIP
556
Arrowpoint Investment Partners
Singapore
$222K -$3.43M -82,812 -94%
PPWP
557
Premier Path Wealth Partners
New Jersey
$221K – – –
SIM
558
Stratos Investment Management
Ohio
$217K +$5.8K +140 +3%
PFA
559
Petra Financial Advisors
Colorado
$216K +$216K +5,224 New
RS
560
R Squared
Hong Kong
$212K +$61.3K +1,480 +41%
GM
561
GeoWealth Management
Illinois
$211K -$112K -2,700 -35%
CFG
562
Cooper Financial Group
California
$210K -$89.3K -2,156 -30%
UCFA
563
United Capital Financial Advisors
Texas
$209K -$2.48K -60 -1%
SFI
564
Siemens Fonds Invest
Germany
$208K +$208K +5,028 New
EDRH
565
Edmond de Rothschild Holding
Switzerland
$207K – – –
PW
566
PUREfi Wealth
Massachusetts
$206K +$8.28K +200 +4%
FCP
567
Fidelis Capital Partners
Florida
$203K -$2.54K -60 -1%
AG
568
Algert Global
California
$202K -$3M -72,680 -94%
UB
569
UMB Bank
Missouri
$191K +$110K +2,660 +136%
Mirae Asset Global ETFs Holdings
570
Mirae Asset Global ETFs Holdings
Hong Kong
$179K +$6.45K +156 +4%
CA
571
Clearstead Advisors
Ohio
$176K -$184K -4,444 -51%
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$176K +$10.9K +264 +7%
O
573
Ossiam
France
$163K -$273K -6,588 -63%
PD
574
Point72 (DIFC)
United Arab Emirates
$156K +$156K +3,780 New
Acadian Asset Management
575
Acadian Asset Management
Massachusetts
$151K -$2.11M -51,408 -93%
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