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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
ACP
626
Aviance Capital Partners
Florida
$212K
RGF
627
Retirement Guys Formula
Ohio
$210K
CFO
628
CVA Family Office
Colorado
$209K
PFS
629
Prospera Financial Services
Texas
$208K
KeyBank National Association
630
KeyBank National Association
Ohio
$208K
PS
631
Principal Securities
Iowa
$207K
RS
632
R Squared
Hong Kong
$207K
BIG
633
Brooklyn Investment Group
New York
$206K
BAM
634
Belpointe Asset Management
Nevada
$206K
NA
635
NewEdge Advisors
Louisiana
$205K
EBA
636
Eagle Bay Advisors
New York
$203K
LFA
637
Legacy Financial Advisors
Kentucky
$202K
AIC
638
Archer Investment Corporation
Indiana
$199K
AssetMark Inc
639
AssetMark Inc
California
$197K
S
640
SignatureFD
Georgia
$189K
PSFG
641
Park Square Financial Group
Georgia
$179K
WPWM
642
Western Pacific Wealth Management
Illinois
$177K
HFS
643
Hantz Financial Services
Michigan
$171K
CA
644
Clearstead Advisors
Ohio
$162K
NMG
645
New Millennium Group
Utah
$152K
AIM
646
Anchor Investment Management
South Carolina
$141K
BBHC
647
Brown Brothers Harriman & Co
New York
$141K
GIA
648
GHP Investment Advisors
Colorado
$139K
AWM
649
Atticus Wealth Management
Florida
$136K
BHWM
650
Bay Harbor Wealth Management
Maryland
$136K