IBKR icon

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
CG
526
Caprock Group
Idaho
$633K
NP
527
NorthRock Partners
Minnesota
$630K
FFP
528
FourThought Financial Partners
Florida
$624K
HWM
529
HB Wealth Management
Georgia
$623K
RS
530
R Squared
Hong Kong
$621K
TWM
531
Thrive Wealth Management
Pennsylvania
$616K
PAS
532
Park Avenue Securities
New York
$614K
PCM
533
Park Capital Management
Wisconsin
$613K
HA
534
Heartland Advisors
Wisconsin
$606K
ACH
535
ArrowMark Colorado Holdings
Colorado
$606K
NEI
536
Northwest & Ethical Investments
Ontario, Canada
$605K
Lido Advisors
537
Lido Advisors
California
$596K
ETC
538
Exchange Traded Concepts
Oklahoma
$593K
Rockefeller Capital Management
539
Rockefeller Capital Management
New York
$592K
MSE
540
MUFG Securities EMEA
United Kingdom
$586K
PFG
541
Putney Financial Group
California
$581K
PP
542
Prudential plc
United Kingdom
$579K
RWM
543
Ritholtz Wealth Management
New York
$571K
Acadian Asset Management
544
Acadian Asset Management
Massachusetts
$559K
FTWA
545
Fifth Third Wealth Advisors
Ohio
$559K
AFG
546
ABLE Financial Group
Arizona
$556K
FWP
547
Forefront Wealth Partners
Texas
$551K
SFG
548
Synergy Financial Group
California
$551K
BCWM
549
Bartlett & Co Wealth Management
Ohio
$550K
1WA
550
180 Wealth Advisors
Washington
$548K