IBKR icon

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
OAM
651
Ostrum Asset Management
France
$134K
SCM
652
Sterling Capital Management
North Carolina
$134K
VSQM
653
V-Square Quantitative Management
Illinois
$127K
PCM
654
Penserra Capital Management
California
$124K
PTC
655
Private Trust Company
Ohio
$110K
CI Investments Inc
656
CI Investments Inc
Ontario, Canada
$108K
ACM
657
Accent Capital Management
Ohio
$106K
WT
658
Whittier Trust
California
$106K
HBW
659
Hazlett, Burt & Watson
West Virginia
$105K
KIG
660
Kessler Investment Group
Indiana
$103K
MCM
661
MAI Capital Management
Ohio
$97.4K
AAP
662
Arax Advisory Partners
Colorado
$97.3K
TCOT
663
Trust Company of Toledo
Ohio
$96.6K
VCM
664
Versant Capital Management
Arizona
$95.7K
TPW
665
Talon Private Wealth
Florida
$93.5K
AWM
666
Activest Wealth Management
Florida
$91.8K
QWM
667
Quaker Wealth Management
New Jersey
$89.3K
DIP
668
DT Investment Partners
Pennsylvania
$86.2K
WTC
669
WhitTier Trust Company
Nevada
$85.3K
WBC
670
Westpac Banking Corp
Australia
$84.2K
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$84K
C
672
Covestor
United Kingdom
$84K
CFB
673
Cullen/Frost Bankers
Texas
$79.1K
PA
674
Parallel Advisors
California
$73.8K
MYIA
675
Mount Yale Investment Advisors
Colorado
$69.2K