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Interactive Brokers

737 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, 263 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.28% more ownership

Funds ownership: 343.63%343.91% (+0.28%)

8% less capital invested

Capital invested by funds: $16.9B → $15.5B (-$1.43B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391M
Puts
$305M
Net Calls
Net Calls Change

Top Buyers

1 +$222M
2 +$113M
3 +$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCB
676
Saudi Central Bank
Saudi Arabia
$7.12K
HNW
677
High Note Wealth
Minnesota
$6.96K
LWA
678
Lowe Wealth Advisors
Maryland
$6.96K
CWM
679
CarsonAllaria Wealth Management
Illinois
$6.62K
BTI
680
Blue Trust Inc
Georgia
$6.46K
NC
681
NewSquare Capital
Pennsylvania
$5.96K
SIM
682
Synergy Investment Management
Florida
$5.63K
CWC
683
Carolinas Wealth Consulting
North Carolina
$5.46K
ADL
684
Asset Dedication LLC
California
$5.13K
WWM
685
Wolff Wiese Magana
California
$5.13K
CT
686
Colonial Trust
South Carolina
$5.01K
AA
687
Ancora Advisors
Ohio
$4.97K
T
688
Tidemark
California
$4.97K
NWMP
689
Noble Wealth Management PBC
Colorado
$4.97K
HI
690
Horizon Investments
North Carolina
$4.8K
SS
691
Sunbelt Securities
Texas
$4.69K
AWM
692
Abound Wealth Management
Tennessee
$4.64K
WB
693
Webster Bank
Connecticut
$4.3K
ME
694
McIlrath & Eck
Washington
$4.15K
HFS
695
Hantz Financial Services
Michigan
$4K
VWA
696
Valued Wealth Advisors
Utah
$3.98K
JWA
697
JFS Wealth Advisors
Pennsylvania
$3.98K
CSC
698
Caldwell Sutter Capital
California
$3.97K
BCMLT
699
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.97K
RI
700
Ridgewood Investments
New Jersey
$3.64K