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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B +$22.4M +404,322 +1%
BlackRock
2
BlackRock
New York
$2.23B -$78.4M -1,415,296 -3%
State Street
3
State Street
Massachusetts
$838M +$2.66M +47,953 +0.3%
CCM
4
Cantillon Capital Management
New York
$709M -$20.6M -371,673 -3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$692M -$10.7M -193,015 -2%
GWM
6
Greenwich Wealth Management
Connecticut
$602M +$2.39M +43,104 +0.4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$562M -$124M -2,238,466 -18%
OAG
8
Orbis Allan Gray
Bermuda
$540M -$235M -4,233,356 -30%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$514M +$296M +5,335,927 +136%
ECU
10
Egerton Capital (UK)
United Kingdom
$446M +$39.9M +720,968 +10%
Bank of America
11
Bank of America
North Carolina
$421M -$96.1M -1,735,026 -19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$371M -$139M -2,505,479 -27%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$370M +$92.1M +1,662,183 +33%
American Century Companies
14
American Century Companies
Missouri
$310M -$7.39M -133,413 -2%
Invesco
15
Invesco
Georgia
$302M +$54.5M +983,296 +22%
Marshall Wace
16
Marshall Wace
United Kingdom
$300M +$35.2M +635,742 +13%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$299M +$26.4M +476,102 +10%
Norges Bank
18
Norges Bank
Norway
$285M +$285M +5,138,107 New
Neuberger Berman Group
19
Neuberger Berman Group
New York
$269M -$285K -5,151 -0.1%
Morgan Stanley
20
Morgan Stanley
New York
$256M +$9M +162,480 +4%
WIM
21
Waverton Investment Management
United Kingdom
$246M +$202M +3,651,079 +462%
JFL
22
Jarislowsky, Fraser Ltd
Quebec, Canada
$234M -$3.21M -57,987 -1%
BAMCO Inc
23
BAMCO Inc
New York
$233M +$30.1M +542,556 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$232M +$97.5M +1,760,186 +72%
Northern Trust
25
Northern Trust
Illinois
$204M -$6.83M -123,257 -3%
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