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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
VA
601
VestGen Advisors
Illinois
$245K
DS
602
DRW Securities
Illinois
$244K
AIP
603
ARS Investment Partners
New York
$244K
IAIM
604
International Assets Investment Management
Florida
$243K
MAS
605
Meeder Advisory Services
Ohio
$243K
CW
606
CreativeOne Wealth
Kansas
$242K
PW
607
PUREfi Wealth
Massachusetts
$241K
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$240K
OCBCO
609
Oversea-Chinese Banking Corp (OCBC)
Singapore
$240K
HH
610
Hilltop Holdings
Texas
$239K
GEM
611
Global Endowment Management
North Carolina
$237K
KLCM
612
KG&L Capital Management
Louisiana
$236K
Schroder Investment Management Group
613
Schroder Investment Management Group
United Kingdom
$234K
CI
614
Cigna Investments
Connecticut
$232K
KWA
615
Kingswood Wealth Advisors
California
$231K
LI
616
LRI Investments
Florida
$230K
CAI
617
Capital Advisors Inc
Oklahoma
$227K
VCM
618
Voleon Capital Management
California
$227K
RCAG
619
Rehmann Capital Advisory Group
Michigan
$226K
William Blair & Company
620
William Blair & Company
Illinois
$225K
AV
621
ASR Vermogensbeheer
Netherlands
$222K
O
622
Ossiam
France
$218K
FFG
623
Fiduciary Financial Group
California
$216K
CIBC Private Wealth Group
624
CIBC Private Wealth Group
Georgia
$215K
CNBOF
625
City National Bank of Florida
Florida
$214K