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Interactive Brokers

966 hedge funds and large institutions have $24.7B invested in Interactive Brokers in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 330 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 345

6% less capital invested

Capital invested by funds: $26.1B → $24.7B (-$1.45B)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$492M
Puts
$483M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
576
InceptionR
California
$548K
EWM
577
Empirical Wealth Management
Washington
$544K
PFG
578
Putney Financial Group
California
$543K
PP
579
Prudential plc
United Kingdom
$541K
DS
580
DRW Securities
Illinois
$539K
PAS
581
Park Avenue Securities
New York
$537K
FTWA
582
Fifth Third Wealth Advisors
Ohio
$533K
SI
583
Severin Investments
Missouri
$529K
FWP
584
Forefront Wealth Partners
Texas
$526K
FFA
585
Fairfield Financial Advisors
Massachusetts
$521K
BCWM
586
Bartlett & Co Wealth Management
Ohio
$514K
IMRF
587
Illinois Municipal Retirement Fund
Illinois
$514K
WPC
588
Wedmont Private Capital
Pennsylvania
$506K
GLA
589
Great Lakes Advisors
Illinois
$502K
CMF
590
Counterpoint Mutual Funds
California
$501K
BC
591
Bridgefront Capital
Texas
$493K
WA
592
Wealth Alliance
New York
$493K
MFG
593
Merit Financial Group
Georgia
$493K
DAM
594
Deltec Asset Management
New York
$491K
LNWTC
595
Laird Norton Wetherby Trust Company
Washington
$490K
CAM
596
Costello Asset Management
Pennsylvania
$485K
STA
597
Summit Trail Advisors
New York
$482K
SFG
598
Synergy Financial Group
California
$477K
NAM
599
NorthCrest Asset Manangement
Minnesota
$477K
SFI
600
Siemens Fonds Invest
Germany
$471K