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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 %
SCM
651
Sterling Capital Management
North Carolina
$134K -$1.17M -21,061 -90%
VSQM
652
V-Square Quantitative Management
Illinois
$127K +$127K +2,292 New
PCM
653
Penserra Capital Management
California
$124K +$14.4K +260 +13%
PTC
654
Private Trust Company
Ohio
$110K -$210K -3,792 -66%
CI Investments Inc
655
CI Investments Inc
Ontario, Canada
$108K +$7.18K +129 +7%
ACM
656
Accent Capital Management
Ohio
$106K – – –
WT
657
Whittier Trust
California
$106K +$36.3K +656 +52%
HBW
658
Hazlett, Burt & Watson
West Virginia
$105K +$44.2K +801 +73%
KIG
659
Kessler Investment Group
Indiana
$103K – – –
MCM
660
MAI Capital Management
Ohio
$97.4K +$62.7K +1,131 +180%
AAP
661
Arax Advisory Partners
Colorado
$97.3K +$8.2K +148 +9%
TCOT
662
Trust Company of Toledo
Ohio
$96.6K +$96.6K +1,744 New
VCM
663
Versant Capital Management
Arizona
$95.7K -$2.66K -48 -3%
TPW
664
Talon Private Wealth
Florida
$93.5K +$93.5K +1,688 New
AWM
665
Activest Wealth Management
Florida
$91.8K +$4.43K +80 +5%
QWM
666
Quaker Wealth Management
New Jersey
$89.3K +$89.3K +1,612 New
DIP
667
DT Investment Partners
Pennsylvania
$86.2K – – –
WTC
668
WhitTier Trust Company
Nevada
$85.3K -$50.1K -904 -37%
WBC
669
Westpac Banking Corp
Australia
$84.2K – – –
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$84K +$3.33K +60 +4%
C
671
Covestor
United Kingdom
$84K +$1.33K +24 +2%
CFB
672
Cullen/Frost Bankers
Texas
$79.1K -$7.59K -137 -9%
PA
673
Parallel Advisors
California
$73.8K -$2.88K -52 -4%
MYIA
674
Mount Yale Investment Advisors
Colorado
$69.2K +$69.2K +1,249 New
CIAM
675
Caitong International Asset Management
Hong Kong
$67.9K -$713K -12,862 -91%
25 26
27
28 29