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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
RF
776
Roxbury Financial
New Jersey
$1.32K
RAM
777
Riggs Asset Management
Pennsylvania
$1.11K
KG
778
Kilter Group
New York
$1.11K
TIM
779
Tortoise Investment Management
New York
$1.11K
PWA
780
Principia Wealth Advisory
Texas
$1.05K
OAJ
781
Ogorek Anthony Joseph
New York
$1K
HWA
782
HHM Wealth Advisors
Tennessee
$887
SC
783
Stephens Consulting
Michigan
$832
HFS
784
Hughes Financial Services
Virginia
$766
PWA
785
Physician Wealth Advisors
Utah
$665
PWM
786
Parkworth Wealth Management
California
$665
ACA
787
American Capital Advisory
Idaho
$610
CIAS
788
CBIZ Investment Advisory Services
Ohio
$554
SIC
789
SJS Investment Consulting
Ohio
$444
WCM
790
WealthTrak Capital Management
Virginia
$444
MCM
791
Manchester Capital Management
Vermont
$333
HNW
792
High Note Wealth
Minnesota
$222
MCM
793
MV Capital Management
Maryland
$222
TFM
794
TFC Financial Management
Massachusetts
$222
HIA
795
HFM Investment Advisors
New Jersey
$222
BCM
796
Blume Capital Management
California
$111
JAM
797
Jupiter Asset Management
United Kingdom
WorldQuant Millennium Advisors
798
WorldQuant Millennium Advisors
New York
Balyasny Asset Management
799
Balyasny Asset Management
Illinois
CF
800
Corebridge Financial
Texas