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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
AFG
551
ABLE Financial Group
Arizona
$556K
FWP
552
Forefront Wealth Partners
Texas
$551K
SFG
553
Synergy Financial Group
California
$551K
BCWM
554
Bartlett & Co Wealth Management
Ohio
$550K
1WA
555
180 Wealth Advisors
Washington
$548K
SF
556
Summit Financial
New Jersey
$542K
GLA
557
Great Lakes Advisors
Illinois
$538K
RWPA
558
Richard W. Paul & Associates
Michigan
$536K
Fisher Asset Management
559
Fisher Asset Management
Washington
$534K
ECM
560
Evergreen Capital Management
Washington
$527K
JSW
561
Journey Strategic Wealth
New Jersey
$524K
JWM
562
Jackson Wealth Management
Florida
$521K
EWA
563
EverSource Wealth Advisors
Alabama
$519K
UCFA
564
United Capital Financial Advisors
Texas
$517K
CPCPP
565
Canada Post Corporation Pension Plan
Canada
$516K
AF
566
Allworth Financial
California
$507K
WA
567
Wealth Alliance
New York
$503K
BC
568
Bridgefront Capital
Texas
$500K
MFAM
569
Motley Fool Asset Management
Virginia
$499K
BMWS
570
Brady Martz Wealth Solutions
North Dakota
$493K
AA
571
ALPS Advisors
Colorado
$493K
RC
572
Roundview Capital
New Jersey
$491K
DS
573
DRW Securities
Illinois
$490K
RPSA
574
Richard P. Slaughter Associates
Texas
$489K
LG
575
Leuthold Group
Minnesota
$489K