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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 %
BlackRock
1
BlackRock
New York
$1.72B +$13.1M +316,784 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71B +$46.4M +1,120,016 +3%
State Street
3
State Street
Massachusetts
$624M +$68.9M +1,664,716 +12%
OAG
4
Orbis Allan Gray
Bermuda
$578M -$297M -7,168,592 -34%
CCM
5
Cantillon Capital Management
New York
$545M -$16.9M -407,456 -3%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$525M -$119M -2,868,140 -18%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$513M -$148M -3,566,616 -22%
GWM
8
Greenwich Wealth Management
Connecticut
$448M -$11.5M -276,900 -2%
Bank of America
9
Bank of America
North Carolina
$386M -$1.07M -25,956 -0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$380M +$6.29M +151,980 +2%
ECU
11
Egerton Capital (UK)
United Kingdom
$304M -$2.35M -56,816 -0.8%
American Century Companies
12
American Century Companies
Missouri
$237M +$222M +5,372,028 +1,476%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$208M -$4.72M -114,124 -2%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$204M +$24.2M +583,480 +13%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$203M +$12.7M +306,012 +7%
Marshall Wace
16
Marshall Wace
United Kingdom
$198M +$113M +2,733,084 +134%
Invesco
17
Invesco
Georgia
$185M +$57.8M +1,397,020 +46%
Morgan Stanley
18
Morgan Stanley
New York
$185M -$30.3M -731,104 -14%
JFL
19
Jarislowsky, Fraser Ltd
Quebec, Canada
$177M -$28.3M -683,408 -14%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$163M -$84.5M -2,041,492 -34%
Northern Trust
21
Northern Trust
Illinois
$158M +$12.6M +305,132 +9%
BAMCO Inc
22
BAMCO Inc
New York
$151M – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$147M +$22M +531,656 +18%
Wells Fargo
24
Wells Fargo
California
$144M -$12.9M -312,232 -8%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$140M +$63.3M +1,529,600 +82%
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