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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
UCFA
576
United Capital Financial Advisors
Texas
$288K
FCP
577
Fidelis Capital Partners
Florida
$287K
Nisa Investment Advisors
578
Nisa Investment Advisors
Missouri
$286K
CAM
579
Costello Asset Management
Pennsylvania
$285K
LFG
580
Larson Financial Group
Missouri
$284K
RSWA
581
Robinson Smith Wealth Advisors
Maine
$283K
CL
582
Choreo LLC
Illinois
$279K
EDRH
583
Edmond de Rothschild Holding
Switzerland
$277K
AG
584
Algert Global
California
$271K
BAM
585
Boyar Asset Management
New York
$271K
AWM
586
Apollon Wealth Management
South Carolina
$268K
AWM
587
Ameliora Wealth Management
Switzerland
$267K
GVAG
588
Great Valley Advisor Group
Delaware
$267K
GM
589
GeoWealth Management
Illinois
$267K
MIH
590
Meitav Investment House
Israel
$266K
HR
591
Howe & Rusling
New York
$265K
LFP
592
Leeward Financial Partners
Washington
$264K
CC
593
Cornerstone Capital
California
$260K
MCWA
594
Meadow Creek Wealth Advisors
Georgia
$255K
FFP
595
FourThought Financial Partners
Florida
$250K
CG
596
Carmignac Gestion
France
$250K
UB
597
UMB Bank
Missouri
$248K
VA
598
VestGen Advisors
Illinois
$245K
DS
599
DRW Securities
Illinois
$244K
AIP
600
ARS Investment Partners
New York
$244K