IBKR icon

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
IAIM
601
International Assets Investment Management
Florida
$243K
MAS
602
Meeder Advisory Services
Ohio
$243K
CW
603
CreativeOne Wealth
Kansas
$242K
PW
604
PUREfi Wealth
Massachusetts
$241K
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$240K
OCBCO
606
Oversea-Chinese Banking Corp (OCBC)
Singapore
$240K
HH
607
Hilltop Holdings
Texas
$239K
GEM
608
Global Endowment Management
North Carolina
$237K
KLCM
609
KG&L Capital Management
Louisiana
$236K
Schroder Investment Management Group
610
Schroder Investment Management Group
United Kingdom
$234K
CI
611
Cigna Investments
Connecticut
$232K
KWA
612
Kingswood Wealth Advisors
California
$231K
LI
613
LRI Investments
Florida
$230K
CAI
614
Capital Advisors Inc
Oklahoma
$227K
VCM
615
Voleon Capital Management
California
$227K
RCAG
616
Rehmann Capital Advisory Group
Michigan
$226K
William Blair & Company
617
William Blair & Company
Illinois
$225K
AV
618
ASR Vermogensbeheer
Netherlands
$222K
O
619
Ossiam
France
$218K
FFG
620
Fiduciary Financial Group
California
$216K
CIBC Private Wealth Group
621
CIBC Private Wealth Group
Georgia
$215K
SW
622
Simplicity Wealth
New Jersey
$214K
CNBOF
623
City National Bank of Florida
Florida
$214K
WFI
624
West Family Investments
California
$214K
JSL
625
JT Stratford LLC
Georgia
$213K