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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 %
CFO
576
CVA Family Office
Colorado
$151K -$497 -12 -0.3%
LI
577
LRI Investments
Florida
$145K -$128K -3,088 -47%
CIBC Private Wealth Group
578
CIBC Private Wealth Group
Georgia
$143K -$16.9K -460 -11%
S
579
SignatureFD
Georgia
$141K -$20.5K -496 -13%
AIC
580
Archer Investment Corporation
Indiana
$141K +$141K +3,400 New
PSFG
581
Park Square Financial Group
Georgia
$137K -$49.8K -1,204 -27%
WPWM
582
Western Pacific Wealth Management
Illinois
$132K -$49.7K -1,200 -27%
LS
583
Livforsakringsbolaget Skandia
Sweden
$132K +$132K +3,200 New
HFM
584
Harvest Fund Management
China
$131K -$759K -18,312 -85%
N
585
Natixis
France
$128K +$128K +3,112 New
AWM
586
Ameliora Wealth Management
Switzerland
$127K +$127K +3,056 New
AssetMark Inc
587
AssetMark Inc
California
$126K -$7.29K -176 -5%
PS
588
Principal Securities
Iowa
$125K – – –
GIA
589
GHP Investment Advisors
Colorado
$122K -$7.62K -184 -6%
QC
590
Quent Capital
New York
$120K +$166 +4 +0.1%
FFA
591
Farther Finance Advisors
California
$107K -$72K -1,664 -40%
AIM
592
Anchor Investment Management
South Carolina
$106K – – –
BBHC
593
Brown Brothers Harriman & Co
New York
$105K -$1.19M -28,684 -92%
BAMF
594
BI Asset Management Fondsmaeglerselskab
Denmark
$105K +$105K +2,528 New
OAM
595
Ostrum Asset Management
France
$103K +$103K +2,496 New
LC
596
Lindbrook Capital
California
$103K -$1.16K -28 -1%
WTC
597
WhitTier Trust Company
Nevada
$101K -$12.9K -312 -11%
BHWM
598
Bay Harbor Wealth Management
Maryland
$98K -$48.7K -1,176 -33%
GWP
599
Gen-Wealth Partners
Michigan
$97.7K – – –
PCM
600
Penserra Capital Management
California
$81K -$1.49M -36,440 -95%
22 23
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