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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
CFSG
501
Clark Financial Services Group
Missouri
$779K
KRSITF
502
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$777K
Bessemer Group
503
Bessemer Group
New Jersey
$750K
Fayez Sarofim & Co
504
Fayez Sarofim & Co
Texas
$739K
AWM
505
Axxcess Wealth Management
California
$738K
CIA
506
Concurrent Investment Advisors
Florida
$738K
SIM
507
Studio Investment Management
Illinois
$725K
MCC
508
Malaga Cove Capital
California
$720K
MIM
509
Morningstar Investment Management
Illinois
$719K
GCM
510
Graham Capital Management
Connecticut
$716K
IG
511
ING Group
Netherlands
$712K
LAM
512
LECAP Asset Management
United Kingdom
$712K
IP
513
Interval Partners
New York
$711K
PA
514
PFG Advisors
Arizona
$710K
PFA
515
Petra Financial Advisors
Colorado
$703K
CA
516
Crewe Advisors
Utah
$701K
MLM
517
Mount Lucas Management
Pennsylvania
$693K
BMSSC
518
B. Metzler seel. Sohn & Co
Germany
$685K
JIC
519
Joel Isaacson & Co
New York
$684K
RCM
520
Raleigh Capital Management
North Carolina
$683K
EC
521
EntryPoint Capital
New York
$683K
Schroder Investment Management Group
522
Schroder Investment Management Group
United Kingdom
$681K
WPW
523
Warther Private Wealth
Ohio
$676K
SI
524
Severin Investments
Missouri
$667K
WIS
525
Wright Investors Service
Connecticut
$663K