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Interactive Brokers

746 hedge funds and large institutions have $15.7B invested in Interactive Brokers in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 88

27% more call options, than puts

Call options by funds: $391M | Put options by funds: $306M

5% more funds holding

Funds holding: 709746 (+37)

5.11% more ownership

Funds ownership: 343.76%348.87% (+5.1%)

4% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 259

7% less capital invested

Capital invested by funds: $16.9B → $15.7B (-$1.2B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
746
Holders Change
+37
Holders Change %
+5.22%
% 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
0.29%
New
136
Increased
270
Reduced
259
Closed
88
Calls
$391M
Puts
$306M
Net Calls
+$84.2M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.72B +$15.7M +316,784 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71B +$55.5M +1,120,016 +3%
State Street
3
State Street
Massachusetts
$624M +$82.5M +1,664,716 +12%
OAG
4
Orbis Allan Gray
Bermuda
$578M -$355M -7,168,592 -34%
CCM
5
Cantillon Capital Management
New York
$545M -$20.2M -407,456 -3%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$525M -$142M -2,868,140 -18%
JP Morgan Chase
7
JP Morgan Chase
New York
$513M -$177M -3,566,616 -22%
GWM
8
Greenwich Wealth Management
Connecticut
$448M -$13.7M -276,900 -2%
Bank of America
9
Bank of America
North Carolina
$386M -$1.29M -25,956 -0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$380M +$7.53M +151,980 +2%
ECU
11
Egerton Capital (UK)
United Kingdom
$304M -$2.82M -56,816 -0.8%
American Century Companies
12
American Century Companies
Missouri
$237M +$266M +5,372,028 +1,476%
Norges Bank
13
Norges Bank
Norway
$229M +$16.8M +339,276 +7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$208M -$5.65M -114,124 -2%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$204M +$28.9M +583,480 +13%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$203M +$15.2M +306,012 +7%
Marshall Wace
17
Marshall Wace
United Kingdom
$198M +$135M +2,733,084 +134%
Invesco
18
Invesco
Georgia
$185M +$69.2M +1,397,020 +46%
Morgan Stanley
19
Morgan Stanley
New York
$185M -$36.2M -731,104 -14%
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$177M -$33.9M -683,408 -14%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$163M -$101M -2,041,492 -34%
Northern Trust
22
Northern Trust
Illinois
$158M +$15.1M +305,132 +9%
BAMCO Inc
23
BAMCO Inc
New York
$151M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$147M +$26.3M +531,656 +18%
Wells Fargo
25
Wells Fargo
California
$144M -$15.5M -312,232 -8%

IBKR Hedge Fund Activity: Q1 2025 in Review

746 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Interactive Brokers (IBKR) for Q1 2025, worth a combined $15.7B — down 7.1% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new IBKR positions and 88 closed out — a net gain of 48 holders — while 270 added to existing stakes and 259 trimmed.

The largest buyer was American Century Companies, adding an estimated $266M. The largest seller was Orbis Allan Gray, cutting an estimated $355M.

  • 746 institutional investors held Interactive Brokers (IBKR) as of Q1 2025, up from 709 in Q4 2024.
  • Funds reported $15.7B of Interactive Brokers stock for Q1 2025, down 7.1% quarter-over-quarter.
  • 136 funds opened new Interactive Brokers positions in Q1 2025 and 88 closed out, a net change of +48 holders.
  • The largest Interactive Brokers buyer in Q1 2025 was American Century Companies, an estimated $266M added.
  • The largest Interactive Brokers seller in Q1 2025 was Orbis Allan Gray, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2025.