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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
O
476
Ossiam
France
$853K
MC
477
Matisse Capital
Oregon
$846K
GCP
478
GSA Capital Partners
United Kingdom
$843K
I
479
InceptionR
California
$833K
CCIA
480
Campbell & Co Investment Adviser
Maryland
$831K
IPW
481
Impact Partnership Wealth
Georgia
$827K
MSA
482
MUFG Securities Americas
New York
$826K
HFO
483
Heritage Family Offices
Arizona
$823K
SRL
484
Scientech Research LLC
New Jersey
$812K
CIS
485
Custom Index Systems
New York
$809K
RWM
486
Revisor Wealth Management
Ohio
$808K
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$804K
FT
488
Fiduciary Trust
Massachusetts
$800K
PWS
489
Precision Wealth Strategies
Missouri
$799K
EGM
490
Engineers Gate Manager
New York
$793K
BEI
491
Benjamin Edwards Inc
Missouri
$787K
GI
492
GAMMA Investing
California
$787K
MWPCG
493
Measured Wealth Private Client Group
New Hampshire
$786K
Cerity Partners
494
Cerity Partners
New York
$784K
ATPW
495
Ashton Thomas Private Wealth
Arizona
$780K
CFSG
496
Clark Financial Services Group
Missouri
$779K
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$777K
Bessemer Group
498
Bessemer Group
New Jersey
$750K
Fayez Sarofim & Co
499
Fayez Sarofim & Co
Texas
$739K
AWM
500
Axxcess Wealth Management
California
$738K