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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 %
CAL
651
Capital Analysts LLC
Pennsylvania
$19K – – –
SW
652
SVB Wealth
Massachusetts
$18.7K +$18.7K +452 New
HI
653
Harbour Investments
Wisconsin
$18.5K +$3.15K +76 +20%
BIG
654
Brooklyn Investment Group
New York
$17.7K +$14.4K +348 +435%
WBC
655
West Branch Capital
Massachusetts
$17.4K +$17.4K +420 New
ANBT
656
American National Bank & Trust
Texas
$17.1K – – –
HIA
657
Harbor Investment Advisory
Maryland
$16.6K -$16.6K -400 -50%
MAM
658
Meeder Asset Management
Ohio
$15.2K +$6.29K +152 +70%
CT
659
Coastline Trust
Rhode Island
$14.1K – – –
AF
660
Advisornet Financial
Minnesota
$13.1K +$3.32K +80 +34%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$12.6K +$6.13K +148 +95%
MG
662
Mather Group
Illinois
$11.4K – – –
NMG
663
New Millennium Group
Utah
$11.3K -$2.16M -52,244 -99%
FHA
664
First Horizon Advisors
Tennessee
$10.9K -$166 -4 -1%
LFG
665
Larson Financial Group
Missouri
$10.9K +$1.32K +32 +14%
A
666
AlphaQuest
New York
$10.6K -$100K -2,424 -90%
HWM
667
Hemington Wealth Management
Virginia
$9K +$6.25K +164 +228%
CA
668
CoreCap Advisors
Michigan
$8.61K -$166 -4 -2%
GWM
669
Geneos Wealth Management
Colorado
$8.61K +$8.61K +104 New
CTC
670
Cetera Trust Company
Minnesota
$8.28K – – –
HWM
671
HighMark Wealth Management
Minnesota
$7.7K -$2.95K -72 -28%
ETS
672
ESL Trust Services
New York
$7.62K – – –
BGAI
673
Bruce G. Allen Investments
Colorado
$7.45K – – –
SC
674
SouthState Corp
Florida
$7.12K -$2.98K -72 -30%
SCB
675
Saudi Central Bank
Saudi Arabia
$7.12K +$7.12K +172 New
25 26
27
28 29