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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
SCM
576
SKBA Capital Management
California
$474K
WIA
577
World Investment Advisors
California
$471K
MHC
578
Meyer Handelman Company
New York
$468K
LFP
579
Leeward Financial Partners
Washington
$467K
IWC
580
Integrated Wealth Concepts
Massachusetts
$451K
CAM
581
Costello Asset Management
Pennsylvania
$451K
FB
582
Fulton Bank
Pennsylvania
$447K
FFA
583
Fairfield Financial Advisors
Massachusetts
$446K
BC
584
Bayforest Capital
United Kingdom
$444K
PA
585
Profund Advisors
Maryland
$437K
Koshinski Asset Management
586
Koshinski Asset Management
Illinois
$437K
SWP
587
Sagespring Wealth Partners
Tennessee
$436K
STA
588
Summit Trail Advisors
New York
$436K
SI
589
Seeds Investor
New York
$435K
IWM
590
IHT Wealth Management
Illinois
$435K
CFO
591
Callan Family Office
Pennsylvania
$434K
MFG
592
Merit Financial Group
Georgia
$428K
AAM
593
Aureus Asset Management
Massachusetts
$421K
GAM
594
Grandview Asset Management
Pennsylvania
$416K
CCM
595
Coldstream Capital Management
Washington
$413K
WJWM
596
Williams Jones Wealth Management
New York
$413K
IAA
597
Independent Advisor Alliance
North Carolina
$412K
TE
598
Tema ETFs
New York
$412K
SFI
599
Siemens Fonds Invest
Germany
$411K
DekaBank Deutsche Girozentrale
600
DekaBank Deutsche Girozentrale
Germany
$410K