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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
VT
526
Vise Technologies
New York
$662K
SIA
527
Strategic Investment Advisors
Michigan
$654K
AWM
528
Ameliora Wealth Management
Switzerland
$649K
FFA
529
Farther Finance Advisors
California
$637K
MWM
530
Maridea Wealth Management
New York
$633K
CG
531
Caprock Group
Idaho
$633K
NP
532
NorthRock Partners
Minnesota
$630K
FFP
533
FourThought Financial Partners
Florida
$624K
HWM
534
HB Wealth Management
Georgia
$623K
RS
535
R Squared
Hong Kong
$621K
TWM
536
Thrive Wealth Management
Pennsylvania
$616K
PAS
537
Park Avenue Securities
New York
$614K
PCM
538
Park Capital Management
Wisconsin
$613K
HA
539
Heartland Advisors
Wisconsin
$606K
ACH
540
ArrowMark Colorado Holdings
Colorado
$606K
NEI
541
Northwest & Ethical Investments
Ontario, Canada
$605K
Lido Advisors
542
Lido Advisors
California
$596K
ETC
543
Exchange Traded Concepts
Oklahoma
$593K
Rockefeller Capital Management
544
Rockefeller Capital Management
New York
$592K
MSE
545
MUFG Securities EMEA
United Kingdom
$586K
PFG
546
Putney Financial Group
California
$581K
PP
547
Prudential plc
United Kingdom
$579K
RWM
548
Ritholtz Wealth Management
New York
$571K
Acadian Asset Management
549
Acadian Asset Management
Massachusetts
$559K
FTWA
550
Fifth Third Wealth Advisors
Ohio
$559K