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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
CCM
601
Coldstream Capital Management
Washington
$413K
WJWM
602
Williams Jones Wealth Management
New York
$413K
IAA
603
Independent Advisor Alliance
North Carolina
$412K
TE
604
Tema ETFs
New York
$412K
SFI
605
Siemens Fonds Invest
Germany
$411K
DekaBank Deutsche Girozentrale
606
DekaBank Deutsche Girozentrale
Germany
$410K
VC
607
Vicus Capital
Pennsylvania
$409K
FCH
608
Freestone Capital Holdings
Washington
$400K
SI
609
Stephens Inc
Arkansas
$398K
SGAM
610
Smith Group Asset Management
Texas
$387K
PPWP
611
Premier Path Wealth Partners
New Jersey
$385K
IAN
612
Integrated Advisors Network
Texas
$379K
NERM
613
New England Research & Management
Illinois
$378K
CC
614
Commons Capital
Massachusetts
$370K
HFM
615
Harvest Fund Management
China
$366K
QI
616
Qtron Investments
Massachusetts
$364K
CWM
617
Chemistry Wealth Management
New York
$364K
SIM
618
Stratos Investment Management
Ohio
$364K
SPC
619
Spirepoint Private Client
Florida
$362K
HIIFS
620
Harel Insurance Investments & Financial Services
Israel
$357K
MPPLM
621
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$354K
GVAG
622
Great Valley Advisor Group
Delaware
$353K
RSWA
623
Robinson Smith Wealth Advisors
Maine
$345K
USCWA
624
U.S. Capital Wealth Advisors
Texas
$345K
EDRH
625
Edmond de Rothschild Holding
Switzerland
$345K