IBKR icon

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 %
Nisa Investment Advisors
576
Nisa Investment Advisors
Missouri
$286K -$18.8K -340 -6%
CAM
577
Costello Asset Management
Pennsylvania
$285K +$285K +5,152 New
LFG
578
Larson Financial Group
Missouri
$284K +$269K +4,863 +1,842%
RSWA
579
Robinson Smith Wealth Advisors
Maine
$283K +$283K +5,116 New
CL
580
Choreo LLC
Illinois
$279K +$279K +4,830 New
EDRH
581
Edmond de Rothschild Holding
Switzerland
$277K – – –
AG
582
Algert Global
California
$271K – – –
BAM
583
Boyar Asset Management
New York
$271K +$271K +4,884 New
AWM
584
Apollon Wealth Management
South Carolina
$268K +$268K +4,828 New
AWM
585
Ameliora Wealth Management
Switzerland
$267K +$98K +1,768 +58%
GVAG
586
Great Valley Advisor Group
Delaware
$267K +$267K +4,808 New
GM
587
GeoWealth Management
Illinois
$267K -$15.3K -276 -5%
MIH
588
Meitav Investment House
Israel
$266K +$266K +4,800 New
HR
589
Howe & Rusling
New York
$265K +$265K +4,776 New
LFP
590
Leeward Financial Partners
Washington
$264K -$40.1K -723 -13%
CC
591
Cornerstone Capital
California
$260K +$260K +4,700 New
MCWA
592
Meadow Creek Wealth Advisors
Georgia
$255K +$255K +4,600 New
FFP
593
FourThought Financial Partners
Florida
$250K +$250K +4,518 New
CG
594
Carmignac Gestion
France
$250K +$250K +4,514 New
UB
595
UMB Bank
Missouri
$248K -$7.54K -136 -3%
VA
596
VestGen Advisors
Illinois
$245K +$245K +4,413 New
DS
597
DRW Securities
Illinois
$244K +$244K +4,405 New
AIP
598
ARS Investment Partners
New York
$244K +$244K +4,400 New
IAIM
599
International Assets Investment Management
Florida
$243K +$243K +4,384 New
MAS
600
Meeder Advisory Services
Ohio
$243K +$243K +4,377 New
22 23
24
25 26