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Interactive Brokers

792 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 271 increasing their positions, 285 reducing their positions, and 79 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:

2.58% more ownership

Funds ownership: 343.91%346.49% (+2.6%)

3% more call options, than puts

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

5% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 285

Holders
792
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
PWAM
701
Private Wealth Asset Management
Iowa
$32.1K
LFASL
702
Lugano Financial Advisors SA (LFA)
Switzerland
$31.9K
CIM
703
Contravisory Investment Management
Massachusetts
$31.3K
T
704
Tidemark
California
$28.6K
HNB
705
Huntington National Bank
Ohio
$28.6K
Optiver Holding
706
Optiver Holding
Netherlands
$28K
QL
707
Quarry LP
New York
$27.2K
HPC
708
HM Payson & Co
Maine
$27.1K
OP
709
ORG Partners
Indiana
$27K
CAL
710
Capital Analysts LLC
Pennsylvania
$26K
WBC
711
West Branch Capital
Massachusetts
$23.3K
NFSG
712
Newbridge Financial Services Group
Florida
$22.2K
HIA
713
Harbor Investment Advisory
Maryland
$22.2K
TPWA
714
Twin Peaks Wealth Advisors
California
$21.6K
ANBT
715
American National Bank & Trust
Texas
$21.3K
HI
716
Harbour Investments
Wisconsin
$20.8K
MAM
717
Meeder Asset Management
Ohio
$20.6K
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$19.7K
CT
719
Coastline Trust
Rhode Island
$18.8K
NC
720
NewSquare Capital
Pennsylvania
$17.8K
AF
721
Advisornet Financial
Minnesota
$17.6K
HWM
722
Hemington Wealth Management
Virginia
$14K
EPIMS
723
Evelyn Partners Investment Management Services
$12.9K
CA
724
CoreCap Advisors
Michigan
$12.9K
HWM
725
HighMark Wealth Management
Minnesota
$12.5K