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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
AWM
526
Ameliora Wealth Management
Switzerland
$649K
FFA
527
Farther Finance Advisors
California
$637K
MWM
528
Maridea Wealth Management
New York
$633K
CG
529
Caprock Group
Idaho
$633K
NP
530
NorthRock Partners
Minnesota
$630K
FFP
531
FourThought Financial Partners
Florida
$624K
HWM
532
HB Wealth Management
Georgia
$623K
RS
533
R Squared
Hong Kong
$621K
TWM
534
Thrive Wealth Management
Pennsylvania
$616K
PAS
535
Park Avenue Securities
New York
$614K
PCM
536
Park Capital Management
Wisconsin
$613K
HA
537
Heartland Advisors
Wisconsin
$606K
ACH
538
ArrowMark Colorado Holdings
Colorado
$606K
NEI
539
Northwest & Ethical Investments
Ontario, Canada
$605K
Lido Advisors
540
Lido Advisors
California
$596K
ETC
541
Exchange Traded Concepts
Oklahoma
$593K
Rockefeller Capital Management
542
Rockefeller Capital Management
New York
$592K
MSE
543
MUFG Securities EMEA
United Kingdom
$586K
PFG
544
Putney Financial Group
California
$581K
PP
545
Prudential plc
United Kingdom
$579K
RWM
546
Ritholtz Wealth Management
New York
$571K
Acadian Asset Management
547
Acadian Asset Management
Massachusetts
$559K
FTWA
548
Fifth Third Wealth Advisors
Ohio
$559K
AFG
549
ABLE Financial Group
Arizona
$556K
FWP
550
Forefront Wealth Partners
Texas
$551K