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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 %
QL
626
Quarry LP
New York
$49.5K +$41.1K +992 +486%
NC
627
North Capital
Utah
$48.9K +$48.9K +1,180 New
SS
628
SBI Securities
Japan
$47K -$7.29K -176 -13%
Optiver Holding
629
Optiver Holding
Netherlands
$46.7K +$46.7K +1,128 New
HBW
630
Hazlett, Burt & Watson
West Virginia
$45K +$45K +1,100 New
CLOS
631
Compagnie Lombard Odier SCmA
Switzerland
$43.1K +$43.1K +1,040 New
ATC
632
Adirondack Trust Company
New York
$41.4K – – –
PFBT
633
Parkside Financial Bank & Trust
Missouri
$40.7K +$166 +4 +0.4%
CFD
634
Creative Financial Designs
Indiana
$39.1K +$166 +4 +0.4%
RA
635
Rise Advisors
New York
$35.6K -$8.45K -204 -19%
FFO
636
Fortitude Family Office
Arizona
$35.1K -$12.6K -304 -26%
AV
637
ASR Vermogensbeheer
Netherlands
$33.4K +$33.4K +808 New
SC
638
Solstein Capital
California
$33.1K – – –
CHC
639
City Holding Co
West Virginia
$33.1K +$33.1K +800 New
NL
640
NVWM LLC
Pennsylvania
$33.1K +$33.1K +800 New
BA
641
Bellwether Advisors
Nebraska
$32.6K – – –
SN
642
Sittner & Nelson
Oregon
$32.6K – – –
RWM
643
Rialto Wealth Management
New York
$31.1K – – –
TFIPS
644
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.5K +$26.5K +640 New
NEWAS
645
N.E.W. Advisory Services
Wisconsin
$26.2K +$26.2K +632 New
MCM
646
MAI Capital Management
Ohio
$25.9K +$2.15K +52 +9%
UFF
647
USA Financial Formulas
Michigan
$25.5K -$339K -8,188 -93%
PWAM
648
Private Wealth Asset Management
Iowa
$24K +$24K +580 New
CIM
649
Contravisory Investment Management
Massachusetts
$23.3K – – –
OP
650
ORG Partners
Indiana
$20.1K +$10.1K +232 +100%
24 25
26
27 28