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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
MWC
451
MBM Wealth Consultants
Missouri
$1.08M
LA
452
LVW Advisors
New York
$1.08M
ALMGDA
453
AG2R La Mondiale Gestion d'Actifs
France
$1.07M
NA
454
Navellier & Associates
Nevada
$1.06M
BP
455
Ballentine Partners
Massachusetts
$1.06M
DIM
456
Delta Investment Management
California
$1.04M
IQI
457
Integrated Quantitative Investments
Washington
$1.03M
MGP
458
Metis Global Partners
California
$1.02M
MWM
459
Mission Wealth Management
California
$1M
PRS
460
Pinkerton Retirement Specialists
Idaho
$1M
Brown Advisory
461
Brown Advisory
Maryland
$999K
GRP
462
Global Retirement Partners
California
$990K
PI
463
PFG Investments
New York
$987K
BRWA
464
B. Riley Wealth Advisors
Florida
$986K
NMIMC
465
Northwestern Mutual Investment Management Company
Wisconsin
$977K
IMRF
466
Illinois Municipal Retirement Fund
Illinois
$962K
PAG
467
Private Advisory Group
Washington
$961K
VH
468
Visionary Horizons
Tennessee
$950K
HAG
469
HighPoint Advisor Group
Illinois
$944K
VWM
470
Venturi Wealth Management
Texas
$932K
NS
471
NBC Securities
Alabama
$929K
FHA
472
Flagship Harbor Advisors
Massachusetts
$916K
SG
473
Straightline Group
Michigan
$915K
FAM
474
Formidable Asset Management
Ohio
$914K
BAMF
475
BI Asset Management Fondsmaeglerselskab
Denmark
$911K