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Interactive Brokers
IBKR

Overview Fund Activity

789 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
+53
Holders Change %
+7.2%
% of All Funds
10.58%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
145
Increased
270
Reduced
283
Closed
79
Calls
$524M
Puts
$511M
Net Calls
+$12.8M
Net Calls Change
-$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
726
Bruce G. Allen Investments
Colorado
$9.97K – – –
LWA
727
Lowe Wealth Advisors
Maryland
$9.31K – – –
CWM
728
CarsonAllaria Wealth Management
Illinois
$8.87K – – –
SC
729
SouthState Corp
Florida
$7.98K -$1.55K -28 -16%
GWM
730
Geneos Wealth Management
Colorado
$7.31K +$1.55K +28 +27%
WWM
731
Wolff Wiese Magana
California
$6.87K – – –
ADL
732
Asset Dedication LLC
California
$6.87K – – –
CT
733
Colonial Trust
South Carolina
$6.66K – – –
AA
734
Ancora Advisors
Ohio
$6.65K – – –
RWM
735
RMG Wealth Management
Wisconsin
$6.29K +$6.29K +100 New
JWA
736
JFS Wealth Advisors
Pennsylvania
$5.99K +$665 +12 +13%
BTI
737
Blue Trust Inc
Georgia
$5.77K -$2.89K -52 -33%
BIA
738
Bell Investment Advisors
California
$5.76K +$1.11K +20 +24%
ME
739
McIlrath & Eck
Washington
$5.57K – – –
VWA
740
Valued Wealth Advisors
Utah
$5.32K – – –
CSC
741
Caldwell Sutter Capital
California
$5.32K – – –
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.32K – – –
HFM
743
Harvest Fund Management
China
$5K -$167K -3,068 -97%
SS
744
Sunbelt Securities
Texas
$5K -$15K -84 -75%
RI
745
Ridgewood Investments
New Jersey
$4.88K – – –
BFS
746
Bare Financial Services
Pennsylvania
$4.88K +$3.77K +68 +340%
TWD
747
True Wealth Design
Ohio
$4.1K +$554 +10 +16%
AGWCA
748
Annis Gardner Whiting Capital Advisors
Florida
$3.99K +$3.99K +72 New
AAS
749
Ameritas Advisory Services
Nebraska
$3.99K +$3.99K +72 New
FUBT
750
First United Bank & Trust
Maryland
$3.55K – – –
28 29
30
31 32