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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 %
CC
801
Cornerstone Capital
California
– -$208K -4,700 Closed
GVAG
802
Great Valley Advisor Group
Delaware
– -$206K -4,680 Closed
EBA
803
Eagle Bay Advisors
New York
– -$183K -4,136 Closed
Group One Trading
804
Group One Trading
Illinois
– -$172K -3,900 Closed
TIM
805
Tortoise Investment Management
New York
– -$90.1K -2,040 Closed
MFG
806
Mendota Financial Group
Wisconsin
– -$54.9K -1,244 Closed
FFA
807
Fairfield Financial Advisors
Massachusetts
– -$46.1K -1,044 Closed
LFA
808
LGT Financial Advisors
Texas
– -$36.9K -836 Closed
ACM
809
Aster Capital Management
United Arab Emirates
– -$32.9K -744 Closed
AWM
810
Avior Wealth Management
Nebraska
– -$31.5K -712 Closed
SA
811
SRH Advisors
Kansas
– -$28.3K -640 Closed
CJ
812
Caitlin John
Michigan
– -$26K -588 Closed
VSQM
813
V-Square Quantitative Management
Illinois
– -$21K -476 Closed
CFGS
814
Concourse Financial Group Securities
Alabama
– -$21.6K -412 Closed
FIA
815
FPC Investment Advisory
California
– -$13.3K -244 Closed
PMFA
816
Plante Moran Financial Advisors
Michigan
– -$10.6K -240 Closed
CPL
817
Capital & Planning LLC
Georgia
– -$4.42K -100 Closed
NECFA
818
New England Capital Financial Advisors
Connecticut
– -$3.53K -80 Closed
TCG
819
Transcendent Capital Group
Oklahoma
– -$2.3K -52 Closed
TFA
820
Toth Financial Advisory
Virginia
– -$1.77K -40 Closed
RTC
821
Riverview Trust Company
Washington
– -$883 -20 Closed
T
822
Transce3nd
Texas
– -$890 -20 Closed
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