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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 %
SC
776
Stephens Consulting
Michigan
$832 +$832 +15 New
HFS
777
Hughes Financial Services
Virginia
$766 +$766 +12 New
PWA
778
Physician Wealth Advisors
Utah
$665 -$1.77K -32 -73%
PWM
779
Parkworth Wealth Management
California
$665 +$443 +8 +200%
ACA
780
American Capital Advisory
Idaho
$610 +$610 +11 New
CIAS
781
CBIZ Investment Advisory Services
Ohio
$554 +$111 +2 +25%
SIC
782
SJS Investment Consulting
Ohio
$444 -$444 -8 -50%
WCM
783
WealthTrak Capital Management
Virginia
$444 -$222 -4 -33%
MCM
784
Manchester Capital Management
Vermont
$333 +$333 +6 New
HNW
785
High Note Wealth
Minnesota
$222 -$9.1K -164 -98%
MCM
786
MV Capital Management
Maryland
$222 -$222 -4 -50%
TFM
787
TFC Financial Management
Massachusetts
$222 – – –
HIA
788
HFM Investment Advisors
New Jersey
$222 – – –
BCM
789
Blume Capital Management
California
$111 +$111 +2 New
JAM
790
Jupiter Asset Management
United Kingdom
– -$39.6M -956,000 Closed
WorldQuant Millennium Advisors
791
WorldQuant Millennium Advisors
New York
– -$26.6M -642,488 Closed
Balyasny Asset Management
792
Balyasny Asset Management
Illinois
– -$25.2M -608,524 Closed
CF
793
Corebridge Financial
Texas
– -$19.9M -480,952 Closed
Tudor Investment Corp
794
Tudor Investment Corp
Connecticut
– -$17.6M -426,100 Closed
BAM
795
BOCHK Asset Management
Hong Kong
– -$10.1M -244,000 Closed
FGP
796
Freestone Grove Partners
California
– -$10M -241,556 Closed
FC
797
FORA Capital
Florida
– -$8.48M -204,752 Closed
BA
798
Bridgewater Associates
Connecticut
– -$7.67M -185,216 Closed
Assenagon Asset Management
799
Assenagon Asset Management
Luxembourg
– -$6.09M -147,040 Closed
MF
800
Magnetar Financial
Illinois
– -$5.71M -138,016 Closed
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