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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 %
SAM
676
Smartleaf Asset Management
Massachusetts
$67.4K -$25K -463 -27%
SWP
677
Strategic Wealth Partners
Ohio
$67.2K +$67.2K +1,212 New
NC
678
North Capital
Utah
$65.4K – – –
SS
679
SBI Securities
Japan
$55.4K -$7.54K -136 -12%
ATC
680
Adirondack Trust Company
New York
$55.4K – – –
CFD
681
Creative Financial Designs
Indiana
$52.1K -$222 -4 -0.4%
RA
682
Rise Advisors
New York
$47.8K +$111 +2 +0.2%
WSFS
683
Wilmington Savings Fund Society
Delaware
$47K -$23K -415 -33%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$47K -$7.54K -136 -14%
TFIPS
685
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.2K +$9.7K +175 +27%
DWM
686
Darwin Wealth Management
Florida
$45.1K -$32.5K -587 -42%
NL
687
NVWM LLC
Pennsylvania
$44.3K – – –
SC
688
Solstein Capital
California
$44.3K – – –
RQS
689
Ramsey Quantitative Systems
Kentucky
$44.3K +$44.3K +800 New
CHC
690
City Holding Co
West Virginia
$44.3K – – –
SN
691
Sittner & Nelson
Oregon
$43.7K – – –
BC
692
Bayforest Capital
United Kingdom
$42.5K -$816K -14,725 -95%
RWM
693
Rialto Wealth Management
New York
$42.3K +$665 +12 +2%
FHA
694
First Horizon Advisors
Tennessee
$42.1K +$27.5K +496 +188%
ST
695
Smithfield Trust
Pennsylvania
$42K -$33K -600 -44%
FFO
696
Fortitude Family Office
Arizona
$39.5K -$7.54K -136 -16%
NEWAS
697
N.E.W. Advisory Services
Wisconsin
$35K – – –
PWAM
698
Private Wealth Asset Management
Iowa
$32.1K – – –
LFASL
699
Lugano Financial Advisors SA (LFA)
Switzerland
$31.9K +$31.9K +576 New
CIM
700
Contravisory Investment Management
Massachusetts
$31.3K – – –
26 27
28
29 30