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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 %
WJWM
551
Williams Jones Wealth Management
New York
$332K +$332K +6,000 New
BC
552
Burney Company
Virginia
$327K +$327K +5,910 New
OC
553
Oppenheimer & Co
New York
$327K -$871K -15,722 -73%
DekaBank Deutsche Girozentrale
554
DekaBank Deutsche Girozentrale
Germany
$321K -$963K -18,129 -75%
Cerity Partners
555
Cerity Partners
New York
$318K +$318K +5,738 New
IAN
556
Integrated Advisors Network
Texas
$317K -$115K -2,074 -27%
FWI
557
Facet Wealth Inc
Maryland
$313K +$313K +4,768 New
MFG
558
Merit Financial Group
Georgia
$312K +$312K +5,634 New
EWM
559
Empirical Wealth Management
Washington
$312K +$312K +5,632 New
NP
560
NorthRock Partners
Minnesota
$311K +$311K +5,632 New
Wolverine Trading
561
Wolverine Trading
Illinois
$310K -$4.74M -87,794 -94%
Mirae Asset Global Investments
562
Mirae Asset Global Investments
South Korea
$309K +$204K +3,676 +193%
WPC
563
Wedmont Private Capital
Pennsylvania
$304K +$4.4K +76 +1%
OTL
564
Oak Thistle LLC
New York
$301K -$262K -4,721 -47%
MPPLM
565
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$298K -$1.55K -28 -0.5%
CC
566
Commons Capital
Massachusetts
$296K +$296K +5,343 New
PPWP
567
Premier Path Wealth Partners
New Jersey
$296K – – –
TC
568
TwinBeech Capital
New York
$296K -$2.6M -46,865 -90%
IA
569
IFP Advisors
Florida
$293K -$124K -2,070 -30%
CWM
570
Chemistry Wealth Management
New York
$293K +$293K +5,288 New
SIM
571
Stratos Investment Management
Ohio
$293K +$2.44K +44 +0.8%
MGP
572
Metis Global Partners
California
$290K -$138K -2,486 -32%
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
$288K +$288K +5,200 New
UCFA
574
United Capital Financial Advisors
Texas
$288K +$8.2K +148 +3%
FCP
575
Fidelis Capital Partners
Florida
$287K -$19.5K -306 -6%
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