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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 %
PW
601
PUREfi Wealth
Massachusetts
$241K -$35.2K -636 -13%
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$240K +$4.98K +90 +2%
OCBCO
603
Oversea-Chinese Banking Corp (OCBC)
Singapore
$240K +$240K +4,328 New
HH
604
Hilltop Holdings
Texas
$239K -$230K -4,144 -49%
GEM
605
Global Endowment Management
North Carolina
$237K -$104K -1,872 -30%
KLCM
606
KG&L Capital Management
Louisiana
$236K -$241K -4,356 -51%
Schroder Investment Management Group
607
Schroder Investment Management Group
United Kingdom
$234K +$234K +4,228 New
SQA
608
Simon Quick Advisors
New Jersey
$234K +$234K +4,220 New
CI
609
Cigna Investments
Connecticut
$232K +$232K +4,188 New
KWA
610
Kingswood Wealth Advisors
California
$231K +$231K +4,161 New
LI
611
LRI Investments
Florida
$230K +$36.4K +657 +19%
CAI
612
Capital Advisors Inc
Oklahoma
$227K +$227K +4,100 New
VCM
613
Voleon Capital Management
California
$227K +$227K +4,099 New
RCAG
614
Rehmann Capital Advisory Group
Michigan
$226K +$226K +4,083 New
William Blair & Company
615
William Blair & Company
Illinois
$225K +$225K +4,065 New
AV
616
ASR Vermogensbeheer
Netherlands
$222K +$177K +3,200 +396%
O
617
Ossiam
France
$218K +$443 +8 +0.2%
FFG
618
Fiduciary Financial Group
California
$216K +$216K +3,828 New
CIBC Private Wealth Group
619
CIBC Private Wealth Group
Georgia
$215K +$222 +4 +0.1%
CNBOF
620
City National Bank of Florida
Florida
$214K +$214K +3,860 New
SW
621
Simplicity Wealth
New Jersey
$214K +$214K +3,860 New
WFI
622
West Family Investments
California
$214K +$214K +3,856 New
JSL
623
JT Stratford LLC
Georgia
$213K +$213K +3,840 New
ACP
624
Aviance Capital Partners
Florida
$212K +$212K +3,820 New
RGF
625
Retirement Guys Formula
Ohio
$210K +$210K +3,783 New
23 24
25
26 27