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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
STA
551
Summit Trail Advisors
New York
$334K
CCM
552
Coldstream Capital Management
Washington
$334K
WJWM
553
Williams Jones Wealth Management
New York
$332K
BC
554
Burney Company
Virginia
$327K
OC
555
Oppenheimer & Co
New York
$327K
DekaBank Deutsche Girozentrale
556
DekaBank Deutsche Girozentrale
Germany
$321K
Cerity Partners
557
Cerity Partners
New York
$318K
IAN
558
Integrated Advisors Network
Texas
$317K
FWI
559
Facet Wealth Inc
Maryland
$313K
MFG
560
Merit Financial Group
Georgia
$312K
EWM
561
Empirical Wealth Management
Washington
$312K
NP
562
NorthRock Partners
Minnesota
$311K
Wolverine Trading
563
Wolverine Trading
Illinois
$310K
Mirae Asset Global Investments
564
Mirae Asset Global Investments
South Korea
$309K
WPC
565
Wedmont Private Capital
Pennsylvania
$304K
OTL
566
Oak Thistle LLC
New York
$301K
MPPLM
567
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$298K
CC
568
Commons Capital
Massachusetts
$296K
PPWP
569
Premier Path Wealth Partners
New Jersey
$296K
TC
570
TwinBeech Capital
New York
$296K
IA
571
IFP Advisors
Florida
$293K
CWM
572
Chemistry Wealth Management
New York
$293K
SIM
573
Stratos Investment Management
Ohio
$293K
MGP
574
Metis Global Partners
California
$290K
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$288K