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Interactive Brokers
IBKR

Overview Fund Activity

736 hedge funds and large institutions have $15.5B invested in Interactive Brokers in 2025 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 262 increasing their positions, 256 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+35
Holders Change %
+4.99%
% of All Funds
10%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.3%
New
137
Increased
262
Reduced
256
Closed
88
Calls
$391M
Puts
$305M
Net Calls
+$85.3M
Net Calls Change
+$26.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$222M
2
Marshall Wace
Marshall Wace
United Kingdom
+$113M
3
State Street
State Street
Massachusetts
+$68.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.3M
5
KBC Group
KBC Group
Belgium
+$62.1M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$297M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$119M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.5M
5
FFM
Fullerton Fund Management
Singapore
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
776
Boyar Asset Management
New York
– -$565K -12,788 Closed
BPC
777
Bryce Point Capital
New York
– -$486K -11,000 Closed
Capstone Investment Advisors
778
Capstone Investment Advisors
New York
– -$466K -10,540 Closed
Los Angeles Capital Management
779
Los Angeles Capital Management
California
– -$421K -9,524 Closed
LCM
780
Landscape Capital Management
New Jersey
– -$417K -9,452 Closed
PAS
781
Park Avenue Securities
New York
– -$379K -8,584 Closed
WHC
782
Wulff, Hansen & Co
California
– -$371K -8,400 Closed
WEG
783
World Equity Group
Illinois
– -$366K -8,288 Closed
PA
784
Pinnacle Associates
New York
– -$347K -7,848 Closed
Cerity Partners
785
Cerity Partners
New York
– -$275K -7,504 Closed
FHB
786
First Hawaiian Bank
Hawaii
– -$308K -6,964 Closed
CL
787
Choreo LLC
Illinois
– -$299K -6,672 Closed
JSL
788
JT Stratford LLC
Georgia
– -$291K -6,592 Closed
WMA
789
West Michigan Advisors
Michigan
– -$282K -6,384 Closed
BP
790
Ballentine Partners
Massachusetts
– -$256K -5,796 Closed
VVP
791
Venture Visionary Partners
Ohio
– -$250K -5,656 Closed
GS
792
GTS Securities
New York
– -$245K -5,544 Closed
EWM
793
Empirical Wealth Management
Washington
– -$244K -5,528 Closed
BFG
794
Bleakley Financial Group
New Jersey
– -$244K -5,516 Closed
RGF
795
Retirement Guys Formula
Ohio
– -$232K -5,256 Closed
MCWA
796
Meadow Creek Wealth Advisors
Georgia
– -$232K -5,244 Closed
VFA
797
Voya Financial Advisors
Connecticut
– -$219K -4,904 Closed
CMS
798
Capital Market Strategies
Florida
– -$212K -4,800 Closed
FAFN
799
First Affirmative Financial Network
Colorado
– -$210K -4,752 Closed
CWM
800
Chemistry Wealth Management
New York
– -$208K -4,708 Closed
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