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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 %
RIL
751
Rothschild Investment LLC
Illinois
$3.33K +$665 +12 +25%
CH
752
Cromwell Holdings
Wyoming
$3.33K +$1.55K +28 +88%
FCAS
753
First Command Advisory Services
Texas
$3.1K – – –
TCM
754
TD Capital Management
Tennessee
$2.67K – – –
PPA
755
Painted Porch Advisors
California
$2.22K – – –
GBT
756
Grove Bank & Trust
Florida
$2.22K +$2.22K +40 New
CAL
757
Capital Advisors Ltd
Ohio
$2K – – –
AW
758
Avion Wealth
Texas
$2K +$1.67K +40 +500%
ICCON
759
Investment Counsel Company of Nevada
Nevada
$2K – – –
OCM
760
Orion Capital Management
California
$2K – – –
CPG
761
Cornerstone Planning Group
New Jersey
$1.85K +$828 +13 +81%
MA
762
Montag & Associates
Georgia
$1.79K -$670 -12 -27%
FMP
763
Financial Management Professionals
Texas
$1.77K – – –
RS
764
Rakuten Securities
Japan
$1.72K -$1.16K -21 -40%
BIM
765
Breakwater Investment Management
Washington
$1.55K – – –
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$1.33K – – –
PWMG
767
Prestige Wealth Management Group
New Jersey
$1.33K – – –
BWL
768
Bogart Wealth LLC
Virginia
$1.33K +$1.33K +24 New
RF
769
Roxbury Financial
New Jersey
$1.32K -$662 -12 -33%
RAM
770
Riggs Asset Management
Pennsylvania
$1.11K -$444 -8 -29%
KG
771
Kilter Group
New York
$1.11K +$1.11K +20 New
TIM
772
Tortoise Investment Management
New York
$1.11K +$1.11K +20 New
PWA
773
Principia Wealth Advisory
Texas
$1.05K -$720 -13 -41%
OAJ
774
Ogorek Anthony Joseph
New York
$1K – – –
HWA
775
HHM Wealth Advisors
Tennessee
$887 – – –
29 30
31
32 33