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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
Bessemer Group
501
Bessemer Group
New Jersey
$750K
Fayez Sarofim & Co
502
Fayez Sarofim & Co
Texas
$739K
AWM
503
Axxcess Wealth Management
California
$738K
CIA
504
Concurrent Investment Advisors
Florida
$738K
SIM
505
Studio Investment Management
Illinois
$725K
MCC
506
Malaga Cove Capital
California
$720K
MIM
507
Morningstar Investment Management
Illinois
$719K
GCM
508
Graham Capital Management
Connecticut
$716K
IG
509
ING Group
Netherlands
$712K
LAM
510
LECAP Asset Management
United Kingdom
$712K
IP
511
Interval Partners
New York
$711K
PA
512
PFG Advisors
Arizona
$710K
PFA
513
Petra Financial Advisors
Colorado
$703K
CA
514
Crewe Advisors
Utah
$701K
MLM
515
Mount Lucas Management
Pennsylvania
$693K
BMSSC
516
B. Metzler seel. Sohn & Co
Germany
$685K
JIC
517
Joel Isaacson & Co
New York
$684K
RCM
518
Raleigh Capital Management
North Carolina
$683K
EC
519
EntryPoint Capital
New York
$683K
Schroder Investment Management Group
520
Schroder Investment Management Group
United Kingdom
$681K
WPW
521
Warther Private Wealth
Ohio
$676K
SI
522
Severin Investments
Missouri
$667K
WIS
523
Wright Investors Service
Connecticut
$663K
VT
524
Vise Technologies
New York
$662K
SIA
525
Strategic Investment Advisors
Michigan
$654K