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Interactive Brokers

900 hedge funds and large institutions have $26B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 304 increasing their positions, 300 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: 304 | Existing positions reduced: 300

1% more call options, than puts

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

262.2% less ownership

Funds ownership: 346.86%84.66% (-262%)

Holders
900
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
GCM
301
Gunderson Capital Management
South Carolina
$3.47M
Creative Planning
302
Creative Planning
Kansas
$3.47M
SWR
303
Spahn Wealth & Retirement
Arizona
$3.43M
AWA
304
Arkadios Wealth Advisors
Georgia
$3.38M
SOW
305
State of Wyoming
Wyoming
$3.35M
SOADOR
306
State of Alaska Department of Revenue
Alaska
$3.35M
Vontobel Holding
307
Vontobel Holding
Switzerland
$3.34M
BC
308
Burney Company
Virginia
$3.32M
MOACM
309
Mutual of America Capital Management
New York
$3.32M
SA
310
Sanctuary Advisors
Indiana
$3.31M
Nomura Holdings
311
Nomura Holdings
Japan
$3.23M
Mirae Asset Global ETFs Holdings
312
Mirae Asset Global ETFs Holdings
Hong Kong
$3.2M
NAS
313
NWF Advisory Services
California
$3.15M
PAMP
314
Polar Asset Management Partners
Ontario, Canada
$3.13M
BCI
315
Brinker Capital Investments
Pennsylvania
$3.12M
BCP
316
Blackhawk Capital Partners
Wisconsin
$3.11M
Envestnet Portfolio Solutions
317
Envestnet Portfolio Solutions
Illinois
$3.1M
MGWM
318
Marks Group Wealth Management
Minnesota
$3.05M
BHCM
319
Brevan Howard Capital Management
Jersey
$3.03M
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$3.01M
UCI
321
Uncommon Cents Investing
Wisconsin
$3M
AHC
322
Anderson Hoagland & Co
Missouri
$2.99M
Public Employees Retirement Association of Colorado
323
Public Employees Retirement Association of Colorado
Colorado
$2.96M
IWS
324
Insight Wealth Strategies
California
$2.94M
Mackenzie Financial
325
Mackenzie Financial
Ontario, Canada
$2.92M