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Interactive Brokers

792 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, 271 increasing their positions, 285 reducing their positions, and 79 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:

2.58% more ownership

Funds ownership: 343.91%346.49% (+2.6%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

5% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 285

Holders
792
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
MYIA
676
Mount Yale Investment Advisors
Colorado
$69.2K
CIAM
677
Caitong International Asset Management
Hong Kong
$67.9K
MHR
678
Matthew Hamilton Rosenberg
$67.8K
SAM
679
Smartleaf Asset Management
Massachusetts
$67.4K
SWP
680
Strategic Wealth Partners
Ohio
$67.2K
NC
681
North Capital
Utah
$65.4K
SS
682
SBI Securities
Japan
$55.4K
ATC
683
Adirondack Trust Company
New York
$55.4K
CFD
684
Creative Financial Designs
Indiana
$52.1K
RA
685
Rise Advisors
New York
$47.8K
WSFS
686
Wilmington Savings Fund Society
Delaware
$47K
PFBT
687
Parkside Financial Bank & Trust
Missouri
$47K
TFIPS
688
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.2K
DWM
689
Darwin Wealth Management
Florida
$45.1K
NL
690
NVWM LLC
Pennsylvania
$44.3K
SC
691
Solstein Capital
California
$44.3K
RQS
692
Ramsey Quantitative Systems
Kentucky
$44.3K
CHC
693
City Holding Co
West Virginia
$44.3K
SN
694
Sittner & Nelson
Oregon
$43.7K
BC
695
Bayforest Capital
United Kingdom
$42.5K
RWM
696
Rialto Wealth Management
New York
$42.3K
FHA
697
First Horizon Advisors
Tennessee
$42.1K
ST
698
Smithfield Trust
Pennsylvania
$42K
FFO
699
Fortitude Family Office
Arizona
$39.5K
NEWAS
700
N.E.W. Advisory Services
Wisconsin
$35K