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Interactive Brokers
IBKR

Overview Fund Activity

788 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, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
10.57%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
144
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
$514M
2
WIM
Waverton Investment Management
United Kingdom
$246M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$370M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$540M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$562M
4
Bank of America
Bank of America
North Carolina
$421M
5
Citadel Advisors
Citadel Advisors
Florida
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
576
Costello Asset Management
Pennsylvania
$285K +$285K +5,152 New
LFG
577
Larson Financial Group
Missouri
$284K +$269K +4,863 +1,842%
RSWA
578
Robinson Smith Wealth Advisors
Maine
$283K +$283K +5,116 New
CL
579
Choreo LLC
Illinois
$279K +$279K +4,830 New
EDRH
580
Edmond de Rothschild Holding
Switzerland
$277K – – –
AG
581
Algert Global
California
$271K – – –
BAM
582
Boyar Asset Management
New York
$271K +$271K +4,884 New
AWM
583
Apollon Wealth Management
South Carolina
$268K +$268K +4,828 New
AWM
584
Ameliora Wealth Management
Switzerland
$267K +$98K +1,768 +58%
GVAG
585
Great Valley Advisor Group
Delaware
$267K +$267K +4,808 New
GM
586
GeoWealth Management
Illinois
$267K -$15.3K -276 -5%
MIH
587
Meitav Investment House
Israel
$266K +$266K +4,800 New
HR
588
Howe & Rusling
New York
$265K +$265K +4,776 New
LFP
589
Leeward Financial Partners
Washington
$264K -$40.1K -723 -13%
CC
590
Cornerstone Capital
California
$260K +$260K +4,700 New
MCWA
591
Meadow Creek Wealth Advisors
Georgia
$255K +$255K +4,600 New
FFP
592
FourThought Financial Partners
Florida
$250K +$250K +4,518 New
CG
593
Carmignac Gestion
France
$250K +$250K +4,514 New
UB
594
UMB Bank
Missouri
$248K -$7.54K -136 -3%
VA
595
VestGen Advisors
Illinois
$245K +$245K +4,413 New
DS
596
DRW Securities
Illinois
$244K +$244K +4,405 New
AIP
597
ARS Investment Partners
New York
$244K +$244K +4,400 New
IAIM
598
International Assets Investment Management
Florida
$243K +$243K +4,384 New
MAS
599
Meeder Advisory Services
Ohio
$243K +$243K +4,377 New
CW
600
CreativeOne Wealth
Kansas
$242K +$242K +4,368 New
22 23
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