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Interactive Brokers

888 hedge funds and large institutions have $26B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 300 increasing their positions, 296 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 296

1% more call options, than puts

Call options by funds: $601M | Put options by funds: $597M

261.98% less ownership

Funds ownership: 346.6%84.62% (-262%)

Holders
888
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$601M
Puts
$597M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$3.47M
SWR
302
Spahn Wealth & Retirement
Arizona
$3.43M
AWA
303
Arkadios Wealth Advisors
Georgia
$3.38M
SOW
304
State of Wyoming
Wyoming
$3.35M
SOADOR
305
State of Alaska Department of Revenue
Alaska
$3.35M
Vontobel Holding
306
Vontobel Holding
Switzerland
$3.34M
BC
307
Burney Company
Virginia
$3.32M
MOACM
308
Mutual of America Capital Management
New York
$3.32M
Nomura Holdings
309
Nomura Holdings
Japan
$3.23M
Mirae Asset Global ETFs Holdings
310
Mirae Asset Global ETFs Holdings
Hong Kong
$3.2M
NAS
311
NWF Advisory Services
California
$3.15M
PAMP
312
Polar Asset Management Partners
Ontario, Canada
$3.13M
BCI
313
Brinker Capital Investments
Pennsylvania
$3.12M
BCP
314
Blackhawk Capital Partners
Wisconsin
$3.11M
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$3.1M
MGWM
316
Marks Group Wealth Management
Minnesota
$3.05M
BHCM
317
Brevan Howard Capital Management
Jersey
$3.03M
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$3.01M
UCI
319
Uncommon Cents Investing
Wisconsin
$3M
AHC
320
Anderson Hoagland & Co
Missouri
$2.99M
Public Employees Retirement Association of Colorado
321
Public Employees Retirement Association of Colorado
Colorado
$2.96M
IWS
322
Insight Wealth Strategies
California
$2.94M
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$2.92M
BCM
324
Bridgeway Capital Management
Texas
$2.86M
ISWM
325
Independent Solutions Wealth Management
New York
$2.86M