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Interactive Brokers

906 hedge funds and large institutions have $26.1B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 309 increasing their positions, 301 reducing their positions, and 78 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:

3% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 301

1% more call options, than puts

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

261.21% less ownership

Funds ownership: 346.38%85.17% (-261%)

Holders
906
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
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$3.55M
Pathstone Holdings
302
Pathstone Holdings
New Jersey
$3.52M
TG
303
TCW Group
California
$3.52M
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$3.5M
GCM
305
Gunderson Capital Management
South Carolina
$3.47M
Creative Planning
306
Creative Planning
Kansas
$3.47M
SWR
307
Spahn Wealth & Retirement
Arizona
$3.43M
AWA
308
Arkadios Wealth Advisors
Georgia
$3.38M
SOW
309
State of Wyoming
Wyoming
$3.35M
SOADOR
310
State of Alaska Department of Revenue
Alaska
$3.35M
Vontobel Holding
311
Vontobel Holding
Switzerland
$3.34M
BC
312
Burney Company
Virginia
$3.32M
MOACM
313
Mutual of America Capital Management
New York
$3.32M
Nomura Holdings
314
Nomura Holdings
Japan
$3.23M
Mirae Asset Global ETFs Holdings
315
Mirae Asset Global ETFs Holdings
Hong Kong
$3.2M
NAS
316
NWF Advisory Services
California
$3.15M
PAMP
317
Polar Asset Management Partners
Ontario, Canada
$3.13M
BCI
318
Brinker Capital Investments
Pennsylvania
$3.12M
BCP
319
Blackhawk Capital Partners
Wisconsin
$3.11M
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$3.1M
MGWM
321
Marks Group Wealth Management
Minnesota
$3.05M
BHCM
322
Brevan Howard Capital Management
Jersey
$3.03M
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$3.01M
UCI
324
Uncommon Cents Investing
Wisconsin
$3M
AHC
325
Anderson Hoagland & Co
Missouri
$2.99M