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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 %
ACM
601
Accent Capital Management
Ohio
$79.5K – – –
Mirae Asset Global Investments
602
Mirae Asset Global Investments
South Korea
$78.4K +$78.4K +1,904 New
KIG
603
Kessler Investment Group
Indiana
$76.7K – – –
CI Investments Inc
604
CI Investments Inc
Ontario, Canada
$75K -$9.6K -232 -11%
VCM
605
Versant Capital Management
Arizona
$73.5K +$44K +1,064 +149%
SAM
606
Smartleaf Asset Management
Massachusetts
$70.5K -$8.57K -208 -11%
AAP
607
Arax Advisory Partners
Colorado
$66.6K -$4.64K -112 -7%
PFP
608
Pinnacle Financial Partners
Tennessee
$65.4K – – –
AWM
609
Activest Wealth Management
Florida
$65.2K +$166 +4 +0.3%
CFB
610
Cullen/Frost Bankers
Texas
$64.7K +$45.7K +1,104 +240%
DIP
611
DT Investment Partners
Pennsylvania
$64.4K – – –
WBC
612
Westpac Banking Corp
Australia
$62.9K – – –
C
613
Covestor
United Kingdom
$62K -$166 -4 -0.3%
DWM
614
Darwin Wealth Management
Florida
$61.9K – – –
HPC
615
HM Payson & Co
Maine
$61.4K +$53.2K +1,284 +642%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$60.3K +$3.31K +80 +6%
AF
617
Atala Financial
California
$58K – – –
PA
618
Parallel Advisors
California
$57.3K -$2.82K -68 -5%
ST
619
Smithfield Trust
Pennsylvania
$57K +$25.1K +600 +79%
HNB
620
Huntington National Bank
Ohio
$56.3K +$166 +4 +0.3%
Q1WB
621
Quest 10 Wealth Builders
Virginia
$56.1K -$4.64K -112 -8%
HCP
622
Hexagon Capital Partners
Arkansas
$56.1K – – –
WSFS
623
Wilmington Savings Fund Society
Delaware
$52.3K -$3.48K -84 -6%
WT
624
Whittier Trust
California
$52.3K – – –
MHR
625
Matthew Hamilton Rosenberg
$50.7K +$4.31K +104 +9%
23 24
25
26 27