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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
MGP
451
Metis Global Partners
California
$1.02M
MWM
452
Mission Wealth Management
California
$1M
PRS
453
Pinkerton Retirement Specialists
Idaho
$1M
Brown Advisory
454
Brown Advisory
Maryland
$999K
GRP
455
Global Retirement Partners
California
$990K
PI
456
PFG Investments
New York
$987K
BRWA
457
B. Riley Wealth Advisors
Florida
$986K
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$977K
IMRF
459
Illinois Municipal Retirement Fund
Illinois
$962K
PAG
460
Private Advisory Group
Washington
$961K
VH
461
Visionary Horizons
Tennessee
$950K
HAG
462
HighPoint Advisor Group
Illinois
$944K
VWM
463
Venturi Wealth Management
Texas
$932K
NS
464
NBC Securities
Alabama
$929K
FHA
465
Flagship Harbor Advisors
Massachusetts
$916K
SG
466
Straightline Group
Michigan
$915K
FAM
467
Formidable Asset Management
Ohio
$914K
BAMF
468
BI Asset Management Fondsmaeglerselskab
Denmark
$911K
PWM
469
Pinnacle Wealth Management
California
$910K
BBP
470
Banco BTG Pactual
Brazil
$895K
Simplex Trading
471
Simplex Trading
Illinois
$883K
AO
472
Advisor OS
Illinois
$869K
YMRC
473
Yorktown Management & Research Company
Virginia
$853K
O
474
Ossiam
France
$853K
MC
475
Matisse Capital
Oregon
$846K