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Interactive Brokers

796 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 274 increasing their positions, 284 reducing their positions, and 81 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:

2.87% more ownership

Funds ownership: 343.77%346.64% (+2.9%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

4% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 284

Holders
796
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
FHA
701
First Horizon Advisors
Tennessee
$42.1K
ST
702
Smithfield Trust
Pennsylvania
$42K
FFO
703
Fortitude Family Office
Arizona
$39.5K
NEWAS
704
N.E.W. Advisory Services
Wisconsin
$35K
PWAM
705
Private Wealth Asset Management
Iowa
$32.1K
LFASL
706
Lugano Financial Advisors SA (LFA)
Switzerland
$31.9K
CIM
707
Contravisory Investment Management
Massachusetts
$31.3K
T
708
Tidemark
California
$28.6K
HNB
709
Huntington National Bank
Ohio
$28.6K
Optiver Holding
710
Optiver Holding
Netherlands
$28K
QL
711
Quarry LP
New York
$27.2K
HPC
712
HM Payson & Co
Maine
$27.1K
OP
713
ORG Partners
Indiana
$27K
CAL
714
Capital Analysts LLC
Pennsylvania
$26K
WBC
715
West Branch Capital
Massachusetts
$23.3K
NFSG
716
Newbridge Financial Services Group
Florida
$22.2K
HIA
717
Harbor Investment Advisory
Maryland
$22.2K
TPWA
718
Twin Peaks Wealth Advisors
California
$21.6K
ANBT
719
American National Bank & Trust
Texas
$21.3K
HI
720
Harbour Investments
Wisconsin
$20.8K
MAM
721
Meeder Asset Management
Ohio
$20.6K
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$19.7K
CT
723
Coastline Trust
Rhode Island
$18.8K
NC
724
NewSquare Capital
Pennsylvania
$17.8K
AF
725
Advisornet Financial
Minnesota
$17.6K