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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
VC
601
Vicus Capital
Pennsylvania
$409K
FCH
602
Freestone Capital Holdings
Washington
$400K
SI
603
Stephens Inc
Arkansas
$398K
SGAM
604
Smith Group Asset Management
Texas
$387K
PPWP
605
Premier Path Wealth Partners
New Jersey
$385K
IAN
606
Integrated Advisors Network
Texas
$379K
NERM
607
New England Research & Management
Illinois
$378K
CC
608
Commons Capital
Massachusetts
$370K
HFM
609
Harvest Fund Management
China
$366K
QI
610
Qtron Investments
Massachusetts
$364K
CWM
611
Chemistry Wealth Management
New York
$364K
SIM
612
Stratos Investment Management
Ohio
$364K
SPC
613
Spirepoint Private Client
Florida
$362K
HIIFS
614
Harel Insurance Investments & Financial Services
Israel
$357K
MPPLM
615
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$354K
GVAG
616
Great Valley Advisor Group
Delaware
$353K
RSWA
617
Robinson Smith Wealth Advisors
Maine
$345K
USCWA
618
U.S. Capital Wealth Advisors
Texas
$345K
EDRH
619
Edmond de Rothschild Holding
Switzerland
$345K
CCMT
620
CMT Capital Markets Trading
Germany
$344K
Focus Partners Wealth
621
Focus Partners Wealth
Massachusetts
$343K
FCP
622
Fidelis Capital Partners
Florida
$341K
WC
623
Wexford Capital
Florida
$328K
AWM
624
Atticus Wealth Management
Florida
$328K
IA
625
IFP Advisors
Florida
$321K