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Interactive Brokers

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