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