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Interactive Brokers
IBKR

Overview Fund Activity

788 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, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
10.57%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
144
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
$514M
2
WIM
Waverton Investment Management
United Kingdom
$246M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$370M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$540M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$562M
4
Bank of America
Bank of America
North Carolina
$421M
5
Citadel Advisors
Citadel Advisors
Florida
$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VSQM
651
V-Square Quantitative Management
Illinois
$127K +$127K +2,292 New
PCM
652
Penserra Capital Management
California
$124K +$14.4K +260 +13%
PTC
653
Private Trust Company
Ohio
$110K -$210K -3,792 -66%
CI Investments Inc
654
CI Investments Inc
Ontario, Canada
$108K +$7.18K +129 +7%
ACM
655
Accent Capital Management
Ohio
$106K – – –
WT
656
Whittier Trust
California
$106K +$36.3K +656 +52%
HBW
657
Hazlett, Burt & Watson
West Virginia
$105K +$44.2K +801 +73%
KIG
658
Kessler Investment Group
Indiana
$103K – – –
MCM
659
MAI Capital Management
Ohio
$97.4K +$62.7K +1,131 +180%
AAP
660
Arax Advisory Partners
Colorado
$97.3K +$8.2K +148 +9%
TCOT
661
Trust Company of Toledo
Ohio
$96.6K +$96.6K +1,744 New
VCM
662
Versant Capital Management
Arizona
$95.7K -$2.66K -48 -3%
TPW
663
Talon Private Wealth
Florida
$93.5K +$93.5K +1,688 New
AWM
664
Activest Wealth Management
Florida
$91.8K +$4.43K +80 +5%
QWM
665
Quaker Wealth Management
New Jersey
$89.3K +$89.3K +1,612 New
DIP
666
DT Investment Partners
Pennsylvania
$86.2K – – –
WTC
667
WhitTier Trust Company
Nevada
$85.3K -$50.1K -904 -37%
WBC
668
Westpac Banking Corp
Australia
$84.2K – – –
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$84K +$3.33K +60 +4%
C
670
Covestor
United Kingdom
$84K +$1.33K +24 +2%
CFB
671
Cullen/Frost Bankers
Texas
$79.1K -$7.59K -137 -9%
PA
672
Parallel Advisors
California
$73.8K -$2.88K -52 -4%
MYIA
673
Mount Yale Investment Advisors
Colorado
$69.2K +$69.2K +1,249 New
CIAM
674
Caitong International Asset Management
Hong Kong
$67.9K -$713K -12,862 -91%
MHR
675
Matthew Hamilton Rosenberg
$67.8K – – –
25 26
27
28 29