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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 %
Simplex Trading
826
Simplex Trading
Illinois
– -$921K -22,264 Closed
WLG
827
Williamson Legacy Group
Indiana
– -$822K -19,848 Closed
MS
828
Maven Securities
Jersey
– -$580K -14,000 Closed
1C
829
111 Capital
France
– -$573K -13,844 Closed
NERM
830
New England Research & Management
Illinois
– -$538K -13,000 Closed
PHK
831
Point72 Hong Kong
Hong Kong
– -$521K -12,596 Closed
VCP
832
Verus Capital Partners
Arizona
– -$440K -10,640 Closed
HWAM
833
Hennion & Walsh Asset Management
New Jersey
– -$394K -9,528 Closed
ACA
834
Aptus Capital Advisors
Alabama
– -$352K -8,496 Closed
HCA
835
Hyperion Capital Advisors
New York
– -$350K -8,452 Closed
LAM
836
Lifestyle Asset Management
Texas
– -$343K -8,292 Closed
IHL
837
Investment House LLC
California
– -$331K -8,000 Closed
ONB
838
Old National Bancorp
Indiana
– -$306K -7,392 Closed
AWS
839
Atria Wealth Solutions
New York
– -$304K -7,336 Closed
CP
840
CenterBook Partners
Connecticut
– -$299K -7,216 Closed
FPAS
841
Focus Partners Advisor Solutions
Missouri
– -$297K -7,176 Closed
HVP
842
Hudson Value Partners
Florida
– -$295K -7,116 Closed
HGA
843
Hobbs Group Advisors
South Carolina
– -$290K -7,000 Closed
AGC
844
Aspen Grove Capital
Colorado
– -$261K -6,304 Closed
SPC
845
Sigma Planning Corp
Michigan
– -$258K -6,232 Closed
FWP
846
Forefront Wealth Partners
Texas
– -$250K -6,032 Closed
HIS
847
Harvest Investment Services
Illinois
– -$228K -5,496 Closed
EC
848
EntryPoint Capital
New York
– -$228K -5,496 Closed
AIP
849
Arrowpoint Investment Partners
Singapore
– -$222K -5,356 Closed
CFG
850
Cooper Financial Group
California
– -$210K -5,076 Closed
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