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Interactive Brokers
IBKR

Overview Fund Activity

789 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+53
Holders Change %
+7.2%
% of All Funds
10.58%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
145
Increased
270
Reduced
283
Closed
79
Calls
$524M
Puts
$511M
Net Calls
+$12.8M
Net Calls Change
-$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
701
Contravisory Investment Management
Massachusetts
$31.3K – – –
T
702
Tidemark
California
$28.6K +$22K +396 +330%
HNB
703
Huntington National Bank
Ohio
$28.6K -$46.8K -844 -62%
Optiver Holding
704
Optiver Holding
Netherlands
$28K -$34.5K -623 -55%
QL
705
Quarry LP
New York
$27.2K -$39.1K -706 -59%
OP
706
ORG Partners
Indiana
$27K +$845 +15 +3%
CAL
707
Capital Analysts LLC
Pennsylvania
$26K – – –
WBC
708
West Branch Capital
Massachusetts
$23.3K – – –
NFSG
709
Newbridge Financial Services Group
Florida
$22.2K +$22.2K +401 New
HIA
710
Harbor Investment Advisory
Maryland
$22.2K – – –
TPWA
711
Twin Peaks Wealth Advisors
California
$21.6K +$21.6K +320 New
ANBT
712
American National Bank & Trust
Texas
$21.3K -$1.55K -28 -7%
HI
713
Harbour Investments
Wisconsin
$20.8K -$3.99K -72 -16%
MAM
714
Meeder Asset Management
Ohio
$20.6K +$222 +4 +1%
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$19.7K +$2.88K +52 +17%
CT
716
Coastline Trust
Rhode Island
$18.8K – – –
NC
717
NewSquare Capital
Pennsylvania
$17.8K +$9.81K +177 +123%
AF
718
Advisornet Financial
Minnesota
$17.6K +$55 +1 +0.3%
HWM
719
Hemington Wealth Management
Virginia
$14K +$1.19K +22 +9%
EPIMS
720
Evelyn Partners Investment Management Services
$12.9K +$12.9K +232 New
CA
721
CoreCap Advisors
Michigan
$12.9K +$1.33K +24 +12%
HWM
722
HighMark Wealth Management
Minnesota
$12.5K +$573 +9 +5%
BF
723
BOK Financial
Oklahoma
$12.4K -$1.49M -26,944 -99%
HCM
724
Hollencrest Capital Management
California
$12.3K +$12.3K +222 New
CTC
725
Cetera Trust Company
Minnesota
$11.1K – – –
27 28
29
30 31