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Interactive Brokers

796 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 274 increasing their positions, 284 reducing their positions, and 81 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:

2.87% more ownership

Funds ownership: 343.77%346.64% (+2.9%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

4% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 284

Holders
796
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
SIM
576
Stratos Investment Management
Ohio
$293K
MGP
577
Metis Global Partners
California
$290K
HIIFS
578
Harel Insurance Investments & Financial Services
Israel
$288K
UCFA
579
United Capital Financial Advisors
Texas
$288K
FCP
580
Fidelis Capital Partners
Florida
$287K
Nisa Investment Advisors
581
Nisa Investment Advisors
Missouri
$286K
CAM
582
Costello Asset Management
Pennsylvania
$285K
LFG
583
Larson Financial Group
Missouri
$284K
RSWA
584
Robinson Smith Wealth Advisors
Maine
$283K
CL
585
Choreo LLC
Illinois
$279K
EDRH
586
Edmond de Rothschild Holding
Switzerland
$277K
AG
587
Algert Global
California
$271K
BAM
588
Boyar Asset Management
New York
$271K
AWM
589
Apollon Wealth Management
South Carolina
$268K
AWM
590
Ameliora Wealth Management
Switzerland
$267K
GVAG
591
Great Valley Advisor Group
Delaware
$267K
GM
592
GeoWealth Management
Illinois
$267K
MIH
593
Meitav Investment House
Israel
$266K
HR
594
Howe & Rusling
New York
$265K
LFP
595
Leeward Financial Partners
Washington
$264K
CC
596
Cornerstone Capital
California
$260K
MCWA
597
Meadow Creek Wealth Advisors
Georgia
$255K
FFP
598
FourThought Financial Partners
Florida
$250K
CG
599
Carmignac Gestion
France
$250K
UB
600
UMB Bank
Missouri
$248K