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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
C
676
Covestor
United Kingdom
$84K
CFB
677
Cullen/Frost Bankers
Texas
$79.1K
Q1WB
678
Quest 10 Wealth Builders
Virginia
$75.1K
PA
679
Parallel Advisors
California
$73.8K
MYIA
680
Mount Yale Investment Advisors
Colorado
$69.2K
CIAM
681
Caitong International Asset Management
Hong Kong
$67.9K
MHR
682
Matthew Hamilton Rosenberg
$67.8K
SAM
683
Smartleaf Asset Management
Massachusetts
$67.4K
SWP
684
Strategic Wealth Partners
Ohio
$67.2K
NC
685
North Capital
Utah
$65.4K
SS
686
SBI Securities
Japan
$55.4K
ATC
687
Adirondack Trust Company
New York
$55.4K
CFD
688
Creative Financial Designs
Indiana
$52.1K
RA
689
Rise Advisors
New York
$47.8K
WSFS
690
Wilmington Savings Fund Society
Delaware
$47K
PFBT
691
Parkside Financial Bank & Trust
Missouri
$47K
TFIPS
692
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.2K
DWM
693
Darwin Wealth Management
Florida
$45.1K
NL
694
NVWM LLC
Pennsylvania
$44.3K
SC
695
Solstein Capital
California
$44.3K
RQS
696
Ramsey Quantitative Systems
Kentucky
$44.3K
CHC
697
City Holding Co
West Virginia
$44.3K
SN
698
Sittner & Nelson
Oregon
$43.7K
BC
699
Bayforest Capital
United Kingdom
$42.5K
RWM
700
Rialto Wealth Management
New York
$42.3K