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Interactive Brokers

905 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, 308 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:

2% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 301

1% more call options, than puts

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

261.18% less ownership

Funds ownership: 346.34%85.16% (-261%)

Holders
905
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
Pathstone Holdings
301
Pathstone Holdings
New Jersey
$3.52M
TG
302
TCW Group
California
$3.52M
OPERF
303
Oregon Public Employees Retirement Fund
Oregon
$3.5M
GCM
304
Gunderson Capital Management
South Carolina
$3.47M
Creative Planning
305
Creative Planning
Kansas
$3.47M
SWR
306
Spahn Wealth & Retirement
Arizona
$3.43M
AWA
307
Arkadios Wealth Advisors
Georgia
$3.38M
SOW
308
State of Wyoming
Wyoming
$3.35M
SOADOR
309
State of Alaska Department of Revenue
Alaska
$3.35M
Vontobel Holding
310
Vontobel Holding
Switzerland
$3.34M
BC
311
Burney Company
Virginia
$3.32M
MOACM
312
Mutual of America Capital Management
New York
$3.32M
Nomura Holdings
313
Nomura Holdings
Japan
$3.23M
Mirae Asset Global ETFs Holdings
314
Mirae Asset Global ETFs Holdings
Hong Kong
$3.2M
NAS
315
NWF Advisory Services
California
$3.15M
PAMP
316
Polar Asset Management Partners
Ontario, Canada
$3.13M
BCI
317
Brinker Capital Investments
Pennsylvania
$3.12M
BCP
318
Blackhawk Capital Partners
Wisconsin
$3.11M
Envestnet Portfolio Solutions
319
Envestnet Portfolio Solutions
Illinois
$3.1M
MGWM
320
Marks Group Wealth Management
Minnesota
$3.05M
BHCM
321
Brevan Howard Capital Management
Jersey
$3.03M
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$3.01M
UCI
323
Uncommon Cents Investing
Wisconsin
$3M
AHC
324
Anderson Hoagland & Co
Missouri
$2.99M
Public Employees Retirement Association of Colorado
325
Public Employees Retirement Association of Colorado
Colorado
$2.96M