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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
SFG
551
Synergy Financial Group
California
$551K
BCWM
552
Bartlett & Co Wealth Management
Ohio
$550K
1WA
553
180 Wealth Advisors
Washington
$548K
SF
554
Summit Financial
New Jersey
$542K
GLA
555
Great Lakes Advisors
Illinois
$538K
RWPA
556
Richard W. Paul & Associates
Michigan
$536K
Fisher Asset Management
557
Fisher Asset Management
Washington
$534K
ECM
558
Evergreen Capital Management
Washington
$527K
JSW
559
Journey Strategic Wealth
New Jersey
$524K
JWM
560
Jackson Wealth Management
Florida
$521K
EWA
561
EverSource Wealth Advisors
Alabama
$519K
UCFA
562
United Capital Financial Advisors
Texas
$517K
CPCPP
563
Canada Post Corporation Pension Plan
Canada
$516K
AF
564
Allworth Financial
California
$507K
WA
565
Wealth Alliance
New York
$503K
BC
566
Bridgefront Capital
Texas
$500K
MFAM
567
Motley Fool Asset Management
Virginia
$499K
BMWS
568
Brady Martz Wealth Solutions
North Dakota
$493K
AA
569
ALPS Advisors
Colorado
$493K
RC
570
Roundview Capital
New Jersey
$491K
DS
571
DRW Securities
Illinois
$490K
RPSA
572
Richard P. Slaughter Associates
Texas
$489K
LG
573
Leuthold Group
Minnesota
$489K
TRCT
574
Tower Research Capital (TRC)
New York
$484K
NRG
575
Nemes Rush Group
Michigan
$483K