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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
HCM
726
Hollencrest Capital Management
California
$12.3K
CTC
727
Cetera Trust Company
Minnesota
$11.1K
BGAI
728
Bruce G. Allen Investments
Colorado
$9.97K
LWA
729
Lowe Wealth Advisors
Maryland
$9.31K
CWM
730
CarsonAllaria Wealth Management
Illinois
$8.87K
SC
731
SouthState Corp
Florida
$7.98K
GWM
732
Geneos Wealth Management
Colorado
$7.31K
WWM
733
Wolff Wiese Magana
California
$6.87K
ADL
734
Asset Dedication LLC
California
$6.87K
CT
735
Colonial Trust
South Carolina
$6.66K
AA
736
Ancora Advisors
Ohio
$6.65K
RWM
737
RMG Wealth Management
Wisconsin
$6.29K
JWA
738
JFS Wealth Advisors
Pennsylvania
$5.99K
BTI
739
Blue Trust Inc
Georgia
$5.77K
BIA
740
Bell Investment Advisors
California
$5.76K
ME
741
McIlrath & Eck
Washington
$5.57K
VWA
742
Valued Wealth Advisors
Utah
$5.32K
BCMLT
743
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.32K
CSC
744
Caldwell Sutter Capital
California
$5.32K
HFM
745
Harvest Fund Management
China
$5K
SS
746
Sunbelt Securities
Texas
$5K
RI
747
Ridgewood Investments
New Jersey
$4.88K
BFS
748
Bare Financial Services
Pennsylvania
$4.88K
TWD
749
True Wealth Design
Ohio
$4.1K
AAS
750
Ameritas Advisory Services
Nebraska
$3.99K