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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
DIM
451
Delta Investment Management
California
$1.04M
IQI
452
Integrated Quantitative Investments
Washington
$1.03M
MGP
453
Metis Global Partners
California
$1.02M
MWM
454
Mission Wealth Management
California
$1M
PRS
455
Pinkerton Retirement Specialists
Idaho
$1M
Brown Advisory
456
Brown Advisory
Maryland
$999K
GRP
457
Global Retirement Partners
California
$990K
PI
458
PFG Investments
New York
$987K
BRWA
459
B. Riley Wealth Advisors
Florida
$986K
NMIMC
460
Northwestern Mutual Investment Management Company
Wisconsin
$977K
IMRF
461
Illinois Municipal Retirement Fund
Illinois
$962K
PAG
462
Private Advisory Group
Washington
$961K
VH
463
Visionary Horizons
Tennessee
$950K
HAG
464
HighPoint Advisor Group
Illinois
$944K
VWM
465
Venturi Wealth Management
Texas
$932K
NS
466
NBC Securities
Alabama
$929K
FHA
467
Flagship Harbor Advisors
Massachusetts
$916K
SG
468
Straightline Group
Michigan
$915K
FAM
469
Formidable Asset Management
Ohio
$914K
BAMF
470
BI Asset Management Fondsmaeglerselskab
Denmark
$911K
PWM
471
Pinnacle Wealth Management
California
$910K
BBP
472
Banco BTG Pactual
Brazil
$895K
Simplex Trading
473
Simplex Trading
Illinois
$883K
AO
474
Advisor OS
Illinois
$869K
YMRC
475
Yorktown Management & Research Company
Virginia
$853K