IBKR icon

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 %
RGF
626
Retirement Guys Formula
Ohio
$210K +$210K +3,783 New
CFO
627
CVA Family Office
Colorado
$209K +$7.54K +136 +4%
PFS
628
Prospera Financial Services
Texas
$208K +$208K +3,750 New
KeyBank National Association
629
KeyBank National Association
Ohio
$208K -$195K -3,513 -48%
PS
630
Principal Securities
Iowa
$207K +$50.5K +911 +32%
RS
631
R Squared
Hong Kong
$207K -$76.4K -1,378 -27%
BIG
632
Brooklyn Investment Group
New York
$206K +$183K +3,298 +771%
BAM
633
Belpointe Asset Management
Nevada
$206K +$206K +3,716 New
NA
634
NewEdge Advisors
Louisiana
$205K -$102K -1,845 -33%
EBA
635
Eagle Bay Advisors
New York
$203K +$203K +3,660 New
LFA
636
Legacy Financial Advisors
Kentucky
$202K +$202K +3,648 New
AIC
637
Archer Investment Corporation
Indiana
$199K +$11.1K +200 +6%
AssetMark Inc
638
AssetMark Inc
California
$197K +$29.4K +530 +17%
S
639
SignatureFD
Georgia
$189K – – –
PSFG
640
Park Square Financial Group
Georgia
$179K -$5.32K -96 -3%
WPWM
641
Western Pacific Wealth Management
Illinois
$177K – – –
HFS
642
Hantz Financial Services
Michigan
$171K +$166K +2,993 +3,401%
CA
643
Clearstead Advisors
Ohio
$162K -$74K -1,336 -31%
NMG
644
New Millennium Group
Utah
$152K +$137K +2,468 +907%
AIM
645
Anchor Investment Management
South Carolina
$141K – – –
BBHC
646
Brown Brothers Harriman & Co
New York
$141K – – –
GIA
647
GHP Investment Advisors
Colorado
$139K -$25.2K -455 -15%
AWM
648
Atticus Wealth Management
Florida
$136K +$136K +2,456 New
BHWM
649
Bay Harbor Wealth Management
Maryland
$136K +$4.54K +82 +3%
OAM
650
Ostrum Asset Management
France
$134K -$4.21K -76 -3%
24 25
26
27 28