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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, 305 increasing their positions, 299 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:

2% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 299

1% more call options, than puts

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

262.19% less ownership

Funds ownership: 346.86%84.67% (-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
ALMGDA
451
AG2R La Mondiale Gestion d'Actifs
France
$1.07M
NA
452
Navellier & Associates
Nevada
$1.06M
BP
453
Ballentine Partners
Massachusetts
$1.06M
DIM
454
Delta Investment Management
California
$1.04M
IQI
455
Integrated Quantitative Investments
Washington
$1.03M
MGP
456
Metis Global Partners
California
$1.02M
MWM
457
Mission Wealth Management
California
$1M
PRS
458
Pinkerton Retirement Specialists
Idaho
$1M
Brown Advisory
459
Brown Advisory
Maryland
$999K
GRP
460
Global Retirement Partners
California
$990K
PI
461
PFG Investments
New York
$987K
BRWA
462
B. Riley Wealth Advisors
Florida
$986K
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$977K
IMRF
464
Illinois Municipal Retirement Fund
Illinois
$962K
PAG
465
Private Advisory Group
Washington
$961K
VH
466
Visionary Horizons
Tennessee
$950K
HAG
467
HighPoint Advisor Group
Illinois
$944K
VWM
468
Venturi Wealth Management
Texas
$932K
NS
469
NBC Securities
Alabama
$929K
FHA
470
Flagship Harbor Advisors
Massachusetts
$916K
SG
471
Straightline Group
Michigan
$915K
FAM
472
Formidable Asset Management
Ohio
$914K
BAMF
473
BI Asset Management Fondsmaeglerselskab
Denmark
$911K
PWM
474
Pinnacle Wealth Management
California
$910K
BBP
475
Banco BTG Pactual
Brazil
$895K