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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
AGWCA
751
Annis Gardner Whiting Capital Advisors
Florida
$3.99K
FUBT
752
First United Bank & Trust
Maryland
$3.55K
RIL
753
Rothschild Investment LLC
Illinois
$3.33K
CH
754
Cromwell Holdings
Wyoming
$3.33K
FCAS
755
First Command Advisory Services
Texas
$3.1K
TCM
756
TD Capital Management
Tennessee
$2.67K
PPA
757
Painted Porch Advisors
California
$2.22K
GBT
758
Grove Bank & Trust
Florida
$2.22K
CAL
759
Capital Advisors Ltd
Ohio
$2K
AW
760
Avion Wealth
Texas
$2K
OCM
761
Orion Capital Management
California
$2K
ICCON
762
Investment Counsel Company of Nevada
Nevada
$2K
CPG
763
Cornerstone Planning Group
New Jersey
$1.85K
MA
764
Montag & Associates
Georgia
$1.79K
FMP
765
Financial Management Professionals
Texas
$1.77K
RS
766
Rakuten Securities
Japan
$1.72K
BIM
767
Breakwater Investment Management
Washington
$1.55K
DPW
768
DiNuzzo Private Wealth
Pennsylvania
$1.33K
PWMG
769
Prestige Wealth Management Group
New Jersey
$1.33K
BWL
770
Bogart Wealth LLC
Virginia
$1.33K
RF
771
Roxbury Financial
New Jersey
$1.32K
RAM
772
Riggs Asset Management
Pennsylvania
$1.11K
KG
773
Kilter Group
New York
$1.11K
TIM
774
Tortoise Investment Management
New York
$1.11K
PWA
775
Principia Wealth Advisory
Texas
$1.05K