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Interactive Brokers

796 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 274 increasing their positions, 284 reducing their positions, and 81 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:

2.87% more ownership

Funds ownership: 343.77%346.64% (+2.9%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

4% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 284

Holders
796
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
BBHC
651
Brown Brothers Harriman & Co
New York
$141K
GIA
652
GHP Investment Advisors
Colorado
$139K
AWM
653
Atticus Wealth Management
Florida
$136K
BHWM
654
Bay Harbor Wealth Management
Maryland
$136K
OAM
655
Ostrum Asset Management
France
$134K
SCM
656
Sterling Capital Management
North Carolina
$134K
VSQM
657
V-Square Quantitative Management
Illinois
$127K
PCM
658
Penserra Capital Management
California
$124K
PTC
659
Private Trust Company
Ohio
$110K
CI Investments Inc
660
CI Investments Inc
Ontario, Canada
$108K
ACM
661
Accent Capital Management
Ohio
$106K
WT
662
Whittier Trust
California
$106K
HBW
663
Hazlett, Burt & Watson
West Virginia
$105K
KIG
664
Kessler Investment Group
Indiana
$103K
MCM
665
MAI Capital Management
Ohio
$97.4K
AAP
666
Arax Advisory Partners
Colorado
$97.3K
TCOT
667
Trust Company of Toledo
Ohio
$96.6K
VCM
668
Versant Capital Management
Arizona
$95.7K
TPW
669
Talon Private Wealth
Florida
$93.5K
AWM
670
Activest Wealth Management
Florida
$91.8K
QWM
671
Quaker Wealth Management
New Jersey
$89.3K
DIP
672
DT Investment Partners
Pennsylvania
$86.2K
WTC
673
WhitTier Trust Company
Nevada
$85.3K
WBC
674
Westpac Banking Corp
Australia
$84.2K
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$84K