IBKR icon

Interactive Brokers

893 hedge funds and large institutions have $26B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 302 increasing their positions, 298 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: 302 | Existing positions reduced: 298

1% more call options, than puts

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

262% less ownership

Funds ownership: 346.64%84.64% (-262%)

Holders
893
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
VIA
376
Virtus Investment Advisers
Connecticut
$1.93M
SVWAG
377
Sound View Wealth Advisors Group
Georgia
$1.89M
GLAM
378
Gardner Lewis Asset Management
Pennsylvania
$1.89M
CIM
379
Caldwell Investment Management
Ontario, Canada
$1.86M
KRS
380
Kentucky Retirement Systems
Kentucky
$1.85M
KC
381
Kepler Cheuvreux
$1.85M
AWM
382
AE Wealth Management
Kansas
$1.85M
Mariner
383
Mariner
Kansas
$1.85M
HIMCH
384
Hartford Investment Management Co (HIMCO)
Connecticut
$1.8M
ES
385
Eagle Strategies
New York
$1.79M
AAM
386
Advisors Asset Management
Colorado
$1.79M
Jones Financial Companies
387
Jones Financial Companies
Missouri
$1.78M
AFG
388
Atomi Financial Group
New York
$1.75M
CJ
389
Caitlin John
Michigan
$1.73M
HCMT
390
Highland Capital Management (Tennessee)
Tennessee
$1.69M
QCM
391
QRG Capital Management
Illinois
$1.66M
FFA
392
Fragasso Financial Advisors
Pennsylvania
$1.63M
LSERS
393
Louisiana State Employees Retirement System
Louisiana
$1.61M
MCM
394
Moore Capital Management
New York
$1.58M
SFS
395
Sowell Financial Services
Arkansas
$1.57M
AC
396
AXQ Capital
New Jersey
$1.56M
OC
397
Oppenheimer & Co
New York
$1.55M
CP
398
Cumberland Partners
Ontario, Canada
$1.55M
GIBU
399
Gulf International Bank (UK)
United Kingdom
$1.55M
AF
400
Aviso Financial
Ontario, Canada
$1.53M