IBKR icon

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 %
GBT
751
Grove Bank & Trust
Florida
$2.22K 40 +40 New
CAL
752
Capital Advisors Ltd
Ohio
$2K 44 +33 +300%
AW
753
Avion Wealth
Texas
$2K 48 +46 +2,300%
OCM
754
Orion Capital Management
California
$2K 36 +27 +300%
ICCON
755
Investment Counsel Company of Nevada
Nevada
$2K 36 +27 +300%
CPG
756
Cornerstone Planning Group
New Jersey
$1.85K 29 +25 +625%
MA
757
Montag & Associates
Georgia
$1.79K 32 +21 +191%
FMP
758
Financial Management Professionals
Texas
$1.77K 32 +24 +300%
RS
759
Rakuten Securities
Japan
$1.72K 31 +18 +138%
BIM
760
Breakwater Investment Management
Washington
$1.55K 28 +21 +300%
DPW
761
DiNuzzo Private Wealth
Pennsylvania
$1.33K 24 +18 +300%
PWMG
762
Prestige Wealth Management Group
New Jersey
$1.33K 24 +18 +300%
BWL
763
Bogart Wealth LLC
Virginia
$1.33K 24 +24 New
RF
764
Roxbury Financial
New Jersey
$1.32K 24 +15 +167%
RAM
765
Riggs Asset Management
Pennsylvania
$1.11K 20 +13 +186%
KG
766
Kilter Group
New York
$1.11K 20 +20 New
TIM
767
Tortoise Investment Management
New York
$1.11K 20 +20 New
PWA
768
Principia Wealth Advisory
Texas
$1.05K 19 +11 +138%
OAJ
769
Ogorek Anthony Joseph
New York
$1K 24 +18 +300%
HWA
770
HHM Wealth Advisors
Tennessee
$887 16 +12 +300%
SC
771
Stephens Consulting
Michigan
$832 15 +15 New
HFS
772
Hughes Financial Services
Virginia
$766 12 +12 New
PWA
773
Physician Wealth Advisors
Utah
$665 12 +1 +9%
PWM
774
Parkworth Wealth Management
California
$665 12 +11 +1,100%
ACA
775
American Capital Advisory
Idaho
$610 11 +11 New
29 30
31
32 33