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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
SW
626
Simplicity Wealth
New Jersey
$214K
WFI
627
West Family Investments
California
$214K
JSL
628
JT Stratford LLC
Georgia
$213K
ACP
629
Aviance Capital Partners
Florida
$212K
RGF
630
Retirement Guys Formula
Ohio
$210K
CFO
631
CVA Family Office
Colorado
$209K
PFS
632
Prospera Financial Services
Texas
$208K
KeyBank National Association
633
KeyBank National Association
Ohio
$208K
PS
634
Principal Securities
Iowa
$207K
RS
635
R Squared
Hong Kong
$207K
BIG
636
Brooklyn Investment Group
New York
$206K
BAM
637
Belpointe Asset Management
Nevada
$206K
NA
638
NewEdge Advisors
Louisiana
$205K
EBA
639
Eagle Bay Advisors
New York
$203K
FAFN
640
First Affirmative Financial Network
Colorado
$203K
LFA
641
Legacy Financial Advisors
Kentucky
$202K
AIC
642
Archer Investment Corporation
Indiana
$199K
AssetMark Inc
643
AssetMark Inc
California
$197K
S
644
SignatureFD
Georgia
$189K
PSFG
645
Park Square Financial Group
Georgia
$179K
WPWM
646
Western Pacific Wealth Management
Illinois
$177K
HFS
647
Hantz Financial Services
Michigan
$171K
CA
648
Clearstead Advisors
Ohio
$162K
NMG
649
New Millennium Group
Utah
$152K
AIM
650
Anchor Investment Management
South Carolina
$141K