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Interactive Brokers

791 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
791
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
CIAM
676
Caitong International Asset Management
Hong Kong
$67.9K
MHR
677
Matthew Hamilton Rosenberg
$67.8K
SAM
678
Smartleaf Asset Management
Massachusetts
$67.4K
SWP
679
Strategic Wealth Partners
Ohio
$67.2K
NC
680
North Capital
Utah
$65.4K
SS
681
SBI Securities
Japan
$55.4K
ATC
682
Adirondack Trust Company
New York
$55.4K
CFD
683
Creative Financial Designs
Indiana
$52.1K
RA
684
Rise Advisors
New York
$47.8K
WSFS
685
Wilmington Savings Fund Society
Delaware
$47K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$47K
TFIPS
687
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.2K
DWM
688
Darwin Wealth Management
Florida
$45.1K
NL
689
NVWM LLC
Pennsylvania
$44.3K
SC
690
Solstein Capital
California
$44.3K
RQS
691
Ramsey Quantitative Systems
Kentucky
$44.3K
CHC
692
City Holding Co
West Virginia
$44.3K
SN
693
Sittner & Nelson
Oregon
$43.7K
BC
694
Bayforest Capital
United Kingdom
$42.5K
RWM
695
Rialto Wealth Management
New York
$42.3K
FHA
696
First Horizon Advisors
Tennessee
$42.1K
ST
697
Smithfield Trust
Pennsylvania
$42K
FFO
698
Fortitude Family Office
Arizona
$39.5K
NEWAS
699
N.E.W. Advisory Services
Wisconsin
$35K
PWAM
700
Private Wealth Asset Management
Iowa
$32.1K