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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
MAS
626
Meeder Advisory Services
Ohio
$320K
WFI
627
West Family Investments
California
$320K
AWM
628
Apollon Wealth Management
South Carolina
$316K
Carson Wealth (CWM LLC)
629
Carson Wealth (CWM LLC)
Nebraska
$314K
PW
630
PUREfi Wealth
Massachusetts
$313K
PS
631
Principal Securities
Iowa
$310K
RCM
632
Requisite Capital Management
Texas
$309K
NG
633
Norden Group
Utah
$309K
HR
634
Howe & Rusling
New York
$305K
NWAG
635
Net Worth Advisory Group
Utah
$304K
CL
636
Choreo LLC
Illinois
$304K
William Blair & Company
637
William Blair & Company
Illinois
$303K
VWM
638
Vigilare Wealth Management
Arizona
$301K
SWGC
639
Summit Wealth Group (Colorado)
Colorado
$300K
FWI
640
Facet Wealth Inc
Maryland
$300K
FPAS
641
Focus Partners Advisor Solutions
Missouri
$299K
MCWA
642
Meadow Creek Wealth Advisors
Georgia
$294K
ZIM
643
Zacks Investment Management
Illinois
$292K
KWA
644
Kingswood Wealth Advisors
California
$291K
CAI
645
Capital Advisors Inc
Oklahoma
$290K
CI
646
Cigna Investments
Connecticut
$288K
BAM
647
Boyar Asset Management
New York
$287K
AWA
648
Aaron Wealth Advisors
Illinois
$286K
PFM
649
Patton Fund Management
Texas
$284K
AIP
650
Ameritas Investment Partners
Nebraska
$283K