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Interactive Brokers

791 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
791
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
LFASL
701
Lugano Financial Advisors SA (LFA)
Switzerland
$31.9K
CIM
702
Contravisory Investment Management
Massachusetts
$31.3K
T
703
Tidemark
California
$28.6K
HNB
704
Huntington National Bank
Ohio
$28.6K
Optiver Holding
705
Optiver Holding
Netherlands
$28K
QL
706
Quarry LP
New York
$27.2K
HPC
707
HM Payson & Co
Maine
$27.1K
OP
708
ORG Partners
Indiana
$27K
CAL
709
Capital Analysts LLC
Pennsylvania
$26K
WBC
710
West Branch Capital
Massachusetts
$23.3K
NFSG
711
Newbridge Financial Services Group
Florida
$22.2K
HIA
712
Harbor Investment Advisory
Maryland
$22.2K
TPWA
713
Twin Peaks Wealth Advisors
California
$21.6K
ANBT
714
American National Bank & Trust
Texas
$21.3K
HI
715
Harbour Investments
Wisconsin
$20.8K
MAM
716
Meeder Asset Management
Ohio
$20.6K
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$19.7K
CT
718
Coastline Trust
Rhode Island
$18.8K
NC
719
NewSquare Capital
Pennsylvania
$17.8K
AF
720
Advisornet Financial
Minnesota
$17.6K
HWM
721
Hemington Wealth Management
Virginia
$14K
EPIMS
722
Evelyn Partners Investment Management Services
$12.9K
CA
723
CoreCap Advisors
Michigan
$12.9K
HWM
724
HighMark Wealth Management
Minnesota
$12.5K
BF
725
BOK Financial
Oklahoma
$12.4K