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Interactive Brokers

796 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 274 increasing their positions, 284 reducing their positions, and 81 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:

2.87% more ownership

Funds ownership: 343.77%346.64% (+2.9%)

3% more call options, than puts

Call options by funds: $524M | Put options by funds: $511M

4% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 284

Holders
796
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
SS
751
Sunbelt Securities
Texas
$5K
RI
752
Ridgewood Investments
New Jersey
$4.88K
BFS
753
Bare Financial Services
Pennsylvania
$4.88K
TWD
754
True Wealth Design
Ohio
$4.1K
AGWCA
755
Annis Gardner Whiting Capital Advisors
Florida
$3.99K
AAS
756
Ameritas Advisory Services
Nebraska
$3.99K
FUBT
757
First United Bank & Trust
Maryland
$3.55K
RIL
758
Rothschild Investment LLC
Illinois
$3.33K
CH
759
Cromwell Holdings
Wyoming
$3.33K
FCAS
760
First Command Advisory Services
Texas
$3.1K
TCM
761
TD Capital Management
Tennessee
$2.67K
PPA
762
Painted Porch Advisors
California
$2.22K
GBT
763
Grove Bank & Trust
Florida
$2.22K
CAL
764
Capital Advisors Ltd
Ohio
$2K
AW
765
Avion Wealth
Texas
$2K
OCM
766
Orion Capital Management
California
$2K
ICCON
767
Investment Counsel Company of Nevada
Nevada
$2K
CPG
768
Cornerstone Planning Group
New Jersey
$1.85K
MA
769
Montag & Associates
Georgia
$1.79K
FMP
770
Financial Management Professionals
Texas
$1.77K
RS
771
Rakuten Securities
Japan
$1.72K
BIM
772
Breakwater Investment Management
Washington
$1.55K
PWMG
773
Prestige Wealth Management Group
New Jersey
$1.33K
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$1.33K
BWL
775
Bogart Wealth LLC
Virginia
$1.33K