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Interactive Brokers
IBKR

Overview Fund Activity

784 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 620 increasing their positions, 18 reducing their positions, and 79 closing their positions.

Holders
784
Holders Change
+48
Holders Change %
+6.52%
% of All Funds
10.53%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
143
Increased
620
Reduced
18
Closed
79
Calls
$399M
Puts
$335M
Net Calls
+$64.1M
Net Calls Change
-$21.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B
2
BlackRock
2
BlackRock
New York
$2.23B
3
State Street
3
State Street
Massachusetts
$838M
4
CCM
4
Cantillon Capital Management
New York
$709M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$692M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$0
2
WorldQuant Millennium Advisors
2
WorldQuant Millennium Advisors
New York
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
CF
4
Corebridge Financial
Texas
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OP
701
ORG Partners
Indiana
$27K 479 +363 +313%
CAL
702
Capital Analysts LLC
Pennsylvania
$26K 464 +348 +300%
WBC
703
West Branch Capital
Massachusetts
$23.3K 420 +315 +300%
NFSG
704
Newbridge Financial Services Group
Florida
$22.2K 401 +401 New
HIA
705
Harbor Investment Advisory
Maryland
$22.2K 400 +300 +300%
TPWA
706
Twin Peaks Wealth Advisors
California
$21.6K 320 +320 New
ANBT
707
American National Bank & Trust
Texas
$21.3K 384 +281 +273%
HI
708
Harbour Investments
Wisconsin
$20.8K 376 +264 +236%
MAM
709
Meeder Asset Management
Ohio
$20.6K 372 +280 +304%
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$19.7K 356 +280 +368%
CT
711
Coastline Trust
Rhode Island
$18.8K 340 +255 +300%
NC
712
NewSquare Capital
Pennsylvania
$17.8K 321 +285 +792%
AF
713
Advisornet Financial
Minnesota
$17.6K 317 +238 +301%
HWM
714
Hemington Wealth Management
Virginia
$14K 258 +199 +337%
EPIMS
715
Evelyn Partners Investment Management Services
$12.9K 232 +232 New
CA
716
CoreCap Advisors
Michigan
$12.9K 232 +180 +346%
HWM
717
HighMark Wealth Management
Minnesota
$12.5K 197 +150 +319%
BF
718
BOK Financial
Oklahoma
$12.4K 224 -6,568 -97%
HCM
719
Hollencrest Capital Management
California
$12.3K 222 +222 New
CTC
720
Cetera Trust Company
Minnesota
$11.1K 200 +150 +300%
BGAI
721
Bruce G. Allen Investments
Colorado
$9.97K 180 +135 +300%
LWA
722
Lowe Wealth Advisors
Maryland
$9.31K 168 +126 +300%
CWM
723
CarsonAllaria Wealth Management
Illinois
$8.87K 160 +120 +300%
SC
724
SouthState Corp
Florida
$7.98K 144 +101 +235%
GWM
725
Geneos Wealth Management
Colorado
$7.31K 132 +106 +408%
27 28
29
30 31