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Interactive Brokers
IBKR

Overview Fund Activity

736 hedge funds and large institutions have $15.5B invested in Interactive Brokers in 2025 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 262 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+35
Holders Change %
+4.99%
% of All Funds
10%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
137
Increased
262
Reduced
256
Closed
88
Calls
$391M
Puts
$305M
Net Calls
+$85.3M
Net Calls Change
+$26.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$222M
2
Marshall Wace
Marshall Wace
United Kingdom
+$113M
3
State Street
State Street
Massachusetts
+$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$297M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$119M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.5M
5
FFM
Fullerton Fund Management
Singapore
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
701
True Wealth Design
Ohio
$2.65K +$2.65K +64 New
HHGA
702
Halbert Hargrove Global Advisors
California
$2.65K +$2.65K +64 New
FUBT
703
First United Bank & Trust
Maryland
$2.65K +$2.65K +64 New
FCAS
704
First Command Advisory Services
Texas
$2.32K +$2.32K +56 New
RS
705
Rakuten Securities
Japan
$2.15K +$166 +4 +8%
CAL
706
Capital Advisors Ltd
Ohio
$2K – – –
TCM
707
TD Capital Management
Tennessee
$1.99K – – –
RIL
708
Rothschild Investment LLC
Illinois
$1.99K +$1.49K +36 +300%
MA
709
Montag & Associates
Georgia
$1.83K -$665 -16 -27%
PWA
710
Physician Wealth Advisors
Utah
$1.82K -$497 -12 -21%
RF
711
Roxbury Financial
New Jersey
$1.77K -$205K -4,184 -99%
PPA
712
Painted Porch Advisors
California
$1.66K – – –
ICCON
713
Investment Counsel Company of Nevada
Nevada
$1.49K – – –
OCM
714
Orion Capital Management
California
$1.49K – – –
PWA
715
Principia Wealth Advisory
Texas
$1.37K +$1.03K +24 +300%
FMP
716
Financial Management Professionals
Texas
$1.33K – – –
CH
717
Cromwell Holdings
Wyoming
$1.33K +$1.33K +32 New
BIM
718
Breakwater Investment Management
Washington
$1.16K – – –
RAM
719
Riggs Asset Management
Pennsylvania
$1.16K – – –
Lazard Asset Management
720
Lazard Asset Management
New York
$1K +$571 +16 +133%
PWMG
721
Prestige Wealth Management Group
New Jersey
$994 – – –
DPW
722
DiNuzzo Private Wealth
Pennsylvania
$994 – – –
BFS
723
Bare Financial Services
Pennsylvania
$828 +$828 +20 New
SIC
724
SJS Investment Consulting
Ohio
$663 -$166 -4 -20%
HWA
725
HHM Wealth Advisors
Tennessee
$663 – – –
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