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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
Simplex Trading
476
Simplex Trading
Illinois
$883K
AO
477
Advisor OS
Illinois
$869K
YMRC
478
Yorktown Management & Research Company
Virginia
$853K
O
479
Ossiam
France
$853K
MC
480
Matisse Capital
Oregon
$846K
GCP
481
GSA Capital Partners
United Kingdom
$843K
I
482
InceptionR
California
$833K
CCIA
483
Campbell & Co Investment Adviser
Maryland
$831K
IPW
484
Impact Partnership Wealth
Georgia
$827K
MSA
485
MUFG Securities Americas
New York
$826K
HFO
486
Heritage Family Offices
Arizona
$823K
SRL
487
Scientech Research LLC
New Jersey
$812K
CIS
488
Custom Index Systems
New York
$809K
RWM
489
Revisor Wealth Management
Ohio
$808K
Northwestern Mutual Wealth Management
490
Northwestern Mutual Wealth Management
Wisconsin
$804K
FT
491
Fiduciary Trust
Massachusetts
$800K
PWS
492
Precision Wealth Strategies
Missouri
$799K
EGM
493
Engineers Gate Manager
New York
$793K
BEI
494
Benjamin Edwards Inc
Missouri
$787K
GI
495
GAMMA Investing
California
$787K
MWPCG
496
Measured Wealth Private Client Group
New Hampshire
$786K
Cerity Partners
497
Cerity Partners
New York
$784K
ATPW
498
Ashton Thomas Private Wealth
Arizona
$780K
CFSG
499
Clark Financial Services Group
Missouri
$779K
KRSITF
500
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$777K