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Interactive Brokers

737 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, 263 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.28% more ownership

Funds ownership: 343.63%343.91% (+0.28%)

8% less capital invested

Capital invested by funds: $16.9B → $15.5B (-$1.43B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391M
Puts
$305M
Net Calls
Net Calls Change

Top Buyers

1 +$222M
2 +$113M
3 +$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
701
Bell Investment Advisors
California
$3.48K
TWD
702
True Wealth Design
Ohio
$2.65K
HHGA
703
Halbert Hargrove Global Advisors
California
$2.65K
FUBT
704
First United Bank & Trust
Maryland
$2.65K
FCAS
705
First Command Advisory Services
Texas
$2.32K
RS
706
Rakuten Securities
Japan
$2.15K
CAL
707
Capital Advisors Ltd
Ohio
$2K
TCM
708
TD Capital Management
Tennessee
$1.99K
RIL
709
Rothschild Investment LLC
Illinois
$1.99K
MA
710
Montag & Associates
Georgia
$1.83K
PWA
711
Physician Wealth Advisors
Utah
$1.82K
RF
712
Roxbury Financial
New Jersey
$1.76K
PPA
713
Painted Porch Advisors
California
$1.66K
ICCON
714
Investment Counsel Company of Nevada
Nevada
$1.49K
OCM
715
Orion Capital Management
California
$1.49K
PWA
716
Principia Wealth Advisory
Texas
$1.37K
FMP
717
Financial Management Professionals
Texas
$1.32K
CH
718
Cromwell Holdings
Wyoming
$1.32K
RAM
719
Riggs Asset Management
Pennsylvania
$1.16K
BIM
720
Breakwater Investment Management
Washington
$1.16K
Lazard Asset Management
721
Lazard Asset Management
New York
$1K
PWMG
722
Prestige Wealth Management Group
New Jersey
$994
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$994
BFS
724
Bare Financial Services
Pennsylvania
$828
SIC
725
SJS Investment Consulting
Ohio
$663