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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
AWA
576
Alta Wealth Advisors
Massachusetts
$481K
HH
577
Hilltop Holdings
Texas
$477K
WPC
578
Wedmont Private Capital
Pennsylvania
$476K
SCM
579
SKBA Capital Management
California
$474K
WIA
580
World Investment Advisors
California
$471K
MHC
581
Meyer Handelman Company
New York
$468K
LFP
582
Leeward Financial Partners
Washington
$467K
IWC
583
Integrated Wealth Concepts
Massachusetts
$451K
CAM
584
Costello Asset Management
Pennsylvania
$451K
FB
585
Fulton Bank
Pennsylvania
$447K
FFA
586
Fairfield Financial Advisors
Massachusetts
$446K
BC
587
Bayforest Capital
United Kingdom
$444K
PA
588
Profund Advisors
Maryland
$437K
Koshinski Asset Management
589
Koshinski Asset Management
Illinois
$437K
SWP
590
Sagespring Wealth Partners
Tennessee
$436K
STA
591
Summit Trail Advisors
New York
$436K
SI
592
Seeds Investor
New York
$435K
IWM
593
IHT Wealth Management
Illinois
$435K
CFO
594
Callan Family Office
Pennsylvania
$434K
MFG
595
Merit Financial Group
Georgia
$428K
AAM
596
Aureus Asset Management
Massachusetts
$421K
GAM
597
Grandview Asset Management
Pennsylvania
$416K
CCM
598
Coldstream Capital Management
Washington
$413K
WJWM
599
Williams Jones Wealth Management
New York
$413K
IAA
600
Independent Advisor Alliance
North Carolina
$412K