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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 %
CW
601
CreativeOne Wealth
Kansas
$242K +$242K +4,368 New
PW
602
PUREfi Wealth
Massachusetts
$241K -$35.2K -636 -13%
Carson Wealth (CWM LLC)
603
Carson Wealth (CWM LLC)
Nebraska
$240K +$4.98K +90 +2%
OCBCO
604
Oversea-Chinese Banking Corp (OCBC)
Singapore
$240K +$240K +4,328 New
HH
605
Hilltop Holdings
Texas
$239K -$230K -4,144 -49%
GEM
606
Global Endowment Management
North Carolina
$237K -$104K -1,872 -30%
KLCM
607
KG&L Capital Management
Louisiana
$236K -$241K -4,356 -51%
Schroder Investment Management Group
608
Schroder Investment Management Group
United Kingdom
$234K +$234K +4,228 New
SQA
609
Simon Quick Advisors
New Jersey
$234K +$234K +4,220 New
CI
610
Cigna Investments
Connecticut
$232K +$232K +4,188 New
KWA
611
Kingswood Wealth Advisors
California
$231K +$231K +4,161 New
LI
612
LRI Investments
Florida
$230K +$36.4K +657 +19%
CAI
613
Capital Advisors Inc
Oklahoma
$227K +$227K +4,100 New
VCM
614
Voleon Capital Management
California
$227K +$227K +4,099 New
RCAG
615
Rehmann Capital Advisory Group
Michigan
$226K +$226K +4,083 New
William Blair & Company
616
William Blair & Company
Illinois
$225K +$225K +4,065 New
AV
617
ASR Vermogensbeheer
Netherlands
$222K +$177K +3,200 +396%
O
618
Ossiam
France
$218K +$443 +8 +0.2%
FFG
619
Fiduciary Financial Group
California
$216K +$216K +3,828 New
CIBC Private Wealth Group
620
CIBC Private Wealth Group
Georgia
$215K +$222 +4 +0.1%
CNBOF
621
City National Bank of Florida
Florida
$214K +$214K +3,860 New
SW
622
Simplicity Wealth
New Jersey
$214K +$214K +3,860 New
WFI
623
West Family Investments
California
$214K +$214K +3,856 New
JSL
624
JT Stratford LLC
Georgia
$213K +$213K +3,840 New
ACP
625
Aviance Capital Partners
Florida
$212K +$212K +3,820 New
23 24
25
26 27