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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
PWM
476
Pinnacle Wealth Management
California
$910K
BBP
477
Banco BTG Pactual
Brazil
$895K
Simplex Trading
478
Simplex Trading
Illinois
$883K
AO
479
Advisor OS
Illinois
$869K
YMRC
480
Yorktown Management & Research Company
Virginia
$853K
O
481
Ossiam
France
$853K
MC
482
Matisse Capital
Oregon
$846K
GCP
483
GSA Capital Partners
United Kingdom
$843K
I
484
InceptionR
California
$833K
CCIA
485
Campbell & Co Investment Adviser
Maryland
$831K
IPW
486
Impact Partnership Wealth
Georgia
$827K
MSA
487
MUFG Securities Americas
New York
$826K
HFO
488
Heritage Family Offices
Arizona
$823K
SRL
489
Scientech Research LLC
New Jersey
$812K
CIS
490
Custom Index Systems
New York
$809K
RWM
491
Revisor Wealth Management
Ohio
$808K
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$804K
FT
493
Fiduciary Trust
Massachusetts
$800K
PWS
494
Precision Wealth Strategies
Missouri
$799K
EGM
495
Engineers Gate Manager
New York
$793K
BEI
496
Benjamin Edwards Inc
Missouri
$787K
GI
497
GAMMA Investing
California
$787K
MWPCG
498
Measured Wealth Private Client Group
New Hampshire
$786K
Cerity Partners
499
Cerity Partners
New York
$784K
ATPW
500
Ashton Thomas Private Wealth
Arizona
$780K