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Interactive Brokers

736 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, 262 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+35
Holders Change %
+4.99%
% of All Funds
10%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
137
Increased
262
Reduced
256
Closed
88
Calls
$391M
Puts
$305M
Net Calls
+$85.3M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
676
Lowe Wealth Advisors
Maryland
$6.96K
HNW
677
High Note Wealth
Minnesota
$6.96K
CWM
678
CarsonAllaria Wealth Management
Illinois
$6.62K +$6.62K +160 New
BTI
679
Blue Trust Inc
Georgia
$6.46K +$6.46K +156 New
NC
680
NewSquare Capital
Pennsylvania
$5.96K +$5.8K +140 +3,500%
SIM
681
Synergy Investment Management
Florida
$5.63K
CWC
682
Carolinas Wealth Consulting
North Carolina
$5.46K
ADL
683
Asset Dedication LLC
California
$5.13K
WWM
684
Wolff Wiese Magana
California
$5.13K +$5.13K +124 New
CT
685
Colonial Trust
South Carolina
$5.01K -$5.34K -128 -52%
AA
686
Ancora Advisors
Ohio
$4.97K
NWMP
687
Noble Wealth Management PBC
Colorado
$4.97K +$4.97K +120 New
T
688
Tidemark
California
$4.97K +$4.97K +120 New
HI
689
Horizon Investments
North Carolina
$4.8K
SS
690
Sunbelt Securities
Texas
$4.69K
AWM
691
Abound Wealth Management
Tennessee
$4.64K
WB
692
Webster Bank
Connecticut
$4.31K
ME
693
McIlrath & Eck
Washington
$4.15K
HFS
694
Hantz Financial Services
Michigan
$4K +$4K +88 New
VWA
695
Valued Wealth Advisors
Utah
$3.98K
JWA
696
JFS Wealth Advisors
Pennsylvania
$3.98K +$497 +12 +14%
CSC
697
Caldwell Sutter Capital
California
$3.97K -$993 -24 -20%
BCMLT
698
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.97K
RI
699
Ridgewood Investments
New Jersey
$3.64K -$5.3K -128 -59%
BIA
700
Bell Investment Advisors
California
$3.48K