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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
TRCT
576
Tower Research Capital (TRC)
New York
$484K
NRG
577
Nemes Rush Group
Michigan
$483K
AWA
578
Alta Wealth Advisors
Massachusetts
$481K
HH
579
Hilltop Holdings
Texas
$477K
WPC
580
Wedmont Private Capital
Pennsylvania
$476K
SCM
581
SKBA Capital Management
California
$474K
WIA
582
World Investment Advisors
California
$471K
MHC
583
Meyer Handelman Company
New York
$468K
LFP
584
Leeward Financial Partners
Washington
$467K
IWC
585
Integrated Wealth Concepts
Massachusetts
$451K
CAM
586
Costello Asset Management
Pennsylvania
$451K
FB
587
Fulton Bank
Pennsylvania
$447K
FFA
588
Fairfield Financial Advisors
Massachusetts
$446K
BC
589
Bayforest Capital
United Kingdom
$444K
VCM
590
Virtue Capital Management
Tennessee
$439K
PA
591
Profund Advisors
Maryland
$437K
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$437K
SWP
593
Sagespring Wealth Partners
Tennessee
$436K
STA
594
Summit Trail Advisors
New York
$436K
SI
595
Seeds Investor
New York
$435K
IWM
596
IHT Wealth Management
Illinois
$435K
CFO
597
Callan Family Office
Pennsylvania
$434K
MFG
598
Merit Financial Group
Georgia
$428K
AAM
599
Aureus Asset Management
Massachusetts
$421K
GAM
600
Grandview Asset Management
Pennsylvania
$416K