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Interactive Brokers
IBKR

Overview Fund Activity

784 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 620 increasing their positions, 18 reducing their positions, and 79 closing their positions.

Holders
784
Holders Change
+48
Holders Change %
+6.52%
% of All Funds
10.53%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
143
Increased
620
Reduced
18
Closed
79
Calls
$399M
Puts
$335M
Net Calls
+$64.1M
Net Calls Change
-$21.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B
2
BlackRock
2
BlackRock
New York
$2.23B
3
State Street
3
State Street
Massachusetts
$838M
4
CCM
4
Cantillon Capital Management
New York
$709M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$692M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$0
2
WorldQuant Millennium Advisors
2
WorldQuant Millennium Advisors
New York
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
CF
4
Corebridge Financial
Texas
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
726
Asset Dedication LLC
California
$6.87K 124 +93 +300%
WWM
727
Wolff Wiese Magana
California
$6.87K 124 +93 +300%
CT
728
Colonial Trust
South Carolina
$6.66K 120 +90 +300%
AA
729
Ancora Advisors
Ohio
$6.65K 120 +90 +300%
RWM
730
RMG Wealth Management
Wisconsin
$6.29K 100 +100 New
JWA
731
JFS Wealth Advisors
Pennsylvania
$5.99K 108 +84 +350%
BTI
732
Blue Trust Inc
Georgia
$5.77K 104 +65 +167%
BIA
733
Bell Investment Advisors
California
$5.76K 104 +83 +395%
ME
734
McIlrath & Eck
Washington
$5.57K 100 +75 +300%
VWA
735
Valued Wealth Advisors
Utah
$5.32K 96 +72 +300%
BCMLT
736
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.32K 96 +72 +300%
CSC
737
Caldwell Sutter Capital
California
$5.32K 96 +72 +300%
HFM
738
Harvest Fund Management
China
$5K 92 -698 -88%
SS
739
Sunbelt Securities
Texas
$5K 28 – –
RI
740
Ridgewood Investments
New Jersey
$4.88K 88 +66 +300%
BFS
741
Bare Financial Services
Pennsylvania
$4.88K 88 +83 +1,660%
TWD
742
True Wealth Design
Ohio
$4.1K 74 +58 +363%
AAS
743
Ameritas Advisory Services
Nebraska
$3.99K 72 +72 New
AGWCA
744
Annis Gardner Whiting Capital Advisors
Florida
$3.99K 72 +72 New
FUBT
745
First United Bank & Trust
Maryland
$3.55K 64 +48 +300%
RIL
746
Rothschild Investment LLC
Illinois
$3.33K 60 +48 +400%
CH
747
Cromwell Holdings
Wyoming
$3.33K 60 +52 +650%
FCAS
748
First Command Advisory Services
Texas
$3.1K 56 +42 +300%
TCM
749
TD Capital Management
Tennessee
$2.67K 48 +36 +300%
PPA
750
Painted Porch Advisors
California
$2.22K 40 +30 +300%
28 29
30
31 32