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Interactive Brokers
IBKR

Overview Fund Activity

789 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+53
Holders Change %
+7.2%
% of All Funds
10.58%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
145
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
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
676
Matthew Hamilton Rosenberg
$67.8K – – –
SAM
677
Smartleaf Asset Management
Massachusetts
$67.4K -$25K -463 -27%
SWP
678
Strategic Wealth Partners
Ohio
$67.2K +$67.2K +1,212 New
NC
679
North Capital
Utah
$65.4K – – –
SS
680
SBI Securities
Japan
$55.4K -$7.54K -136 -12%
ATC
681
Adirondack Trust Company
New York
$55.4K – – –
CFD
682
Creative Financial Designs
Indiana
$52.1K -$222 -4 -0.4%
RA
683
Rise Advisors
New York
$47.8K +$111 +2 +0.2%
WSFS
684
Wilmington Savings Fund Society
Delaware
$47K -$23K -415 -33%
PFBT
685
Parkside Financial Bank & Trust
Missouri
$47K -$7.54K -136 -14%
TFIPS
686
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.2K +$9.7K +175 +27%
DWM
687
Darwin Wealth Management
Florida
$45.1K -$32.5K -587 -42%
NL
688
NVWM LLC
Pennsylvania
$44.3K – – –
SC
689
Solstein Capital
California
$44.3K – – –
RQS
690
Ramsey Quantitative Systems
Kentucky
$44.3K +$44.3K +800 New
CHC
691
City Holding Co
West Virginia
$44.3K – – –
SN
692
Sittner & Nelson
Oregon
$43.7K – – –
BC
693
Bayforest Capital
United Kingdom
$42.5K -$816K -14,725 -95%
RWM
694
Rialto Wealth Management
New York
$42.3K +$665 +12 +2%
FHA
695
First Horizon Advisors
Tennessee
$42.1K +$27.5K +496 +188%
ST
696
Smithfield Trust
Pennsylvania
$42K -$33K -600 -44%
FFO
697
Fortitude Family Office
Arizona
$39.5K -$7.54K -136 -16%
NEWAS
698
N.E.W. Advisory Services
Wisconsin
$35K – – –
PWAM
699
Private Wealth Asset Management
Iowa
$32.1K – – –
LFASL
700
Lugano Financial Advisors SA (LFA)
Switzerland
$31.9K +$31.9K +576 New
26 27
28
29 30