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Interactive Brokers

746 hedge funds and large institutions have $15.7B invested in Interactive Brokers in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 88

27% more call options, than puts

Call options by funds: $391M | Put options by funds: $306M

5% more funds holding

Funds holding: 709746 (+37)

5.11% more ownership

Funds ownership: 343.76%348.87% (+5.1%)

4% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 259

7% less capital invested

Capital invested by funds: $16.9B → $15.7B (-$1.2B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
746
Holders Change
+37
Holders Change %
+5.22%
% of All Funds
10%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
136
Increased
270
Reduced
259
Closed
88
Calls
$391M
Puts
$306M
Net Calls
+$84.2M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
51
Fidelity International
Bermuda
$54.5M -$7.94M -160,284 -11%
P3I
52
Progeny 3 Inc
Washington
$53.7M +$31.3M +632,060 +95%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$52.9M +$7.55M +152,348 +14%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$50.9M -$4.63M -93,420 -7%
N
55
Nuveen
North Carolina
$48.5M +$8.47M +171,036 +17%
Allianz Asset Management
56
Allianz Asset Management
Germany
$48.4M +$29.3M +590,552 +102%
HP
57
Hosking Partners
United Kingdom
$46.7M -$493K -9,952 -0.9%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$43.7M +$26.2K +528 +0.1%
1832 Asset Management
59
1832 Asset Management
Ontario, Canada
$43.2M -$218K -4,400 -0.4%
OCP
60
Oakcliff Capital Partners
New York
$42.7M -$8.32M -168,000 -14%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$41.6M -$1.13M -22,900 -2%
HIP
62
Hengistbury Investment Partners
United Kingdom
$40.5M -$281K -5,680 -0.6%
JAM
63
Jupiter Asset Management
United Kingdom
$39.6M +$47.4M +956,000 New
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$39.2M -$905K -18,264 -2%
Federated Hermes
65
Federated Hermes
Pennsylvania
$35.7M -$3.29M -66,352 -7%
RC
66
RV Capital
Switzerland
$35.2M -$2.35M -47,468 -5%
JF
67
Jump Financial
Illinois
$34.3M +$29.6M +597,616 +259%
Verition Fund Management
68
Verition Fund Management
Connecticut
$33.3M +$6.39M +128,896 +19%
SFM
69
Soros Fund Management
New York
$32.8M -$4.86M -98,072 -11%
WIM
70
Waverton Investment Management
United Kingdom
$32.7M -$710K -14,336 -2%
CFM
71
Coronation Fund Managers
South Africa
$32.6M +$2.44M +49,244 +7%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$31.9M -$182K -3,668 -0.5%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$31.7M +$889K +17,936 +2%
Victory Capital Management
74
Victory Capital Management
Texas
$30.4M -$2.61M -52,576 -7%
MAMU
75
Marathon Asset Management (UK)
United Kingdom
$30.2M -$15.2M -306,248 -30%

IBKR Hedge Fund Activity: Q1 2025 in Review

746 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2025, worth a combined $15.7B — down 7.1% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new IBKR positions and 88 closed out — a net gain of 48 holders — while 270 added to existing stakes and 259 trimmed.

The largest buyer was American Century Companies, adding an estimated $266M. The largest seller was Orbis Allan Gray, cutting an estimated $355M.

  • 746 institutional investors held Interactive Brokers (IBKR) as of Q1 2025, up from 709 in Q4 2024.
  • Funds reported $15.7B of Interactive Brokers stock for Q1 2025, down 7.1% quarter-over-quarter.
  • 136 funds opened new Interactive Brokers positions in Q1 2025 and 88 closed out, a net change of +48 holders.
  • The largest Interactive Brokers buyer in Q1 2025 was American Century Companies, an estimated $266M added.
  • The largest Interactive Brokers seller in Q1 2025 was Orbis Allan Gray, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2025.