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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
CCMT
626
CMT Capital Markets Trading
Germany
$344K
Focus Partners Wealth
627
Focus Partners Wealth
Massachusetts
$343K
FCP
628
Fidelis Capital Partners
Florida
$341K
WC
629
Wexford Capital
Florida
$328K
AWM
630
Atticus Wealth Management
Florida
$328K
MAS
631
Meeder Advisory Services
Ohio
$320K
WFI
632
West Family Investments
California
$320K
AWM
633
Apollon Wealth Management
South Carolina
$316K
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$314K
PW
635
PUREfi Wealth
Massachusetts
$313K
PS
636
Principal Securities
Iowa
$310K
RCM
637
Requisite Capital Management
Texas
$309K
NG
638
Norden Group
Utah
$309K
HR
639
Howe & Rusling
New York
$305K
NWAG
640
Net Worth Advisory Group
Utah
$304K
CL
641
Choreo LLC
Illinois
$304K
William Blair & Company
642
William Blair & Company
Illinois
$303K
VWM
643
Vigilare Wealth Management
Arizona
$301K
FWI
644
Facet Wealth Inc
Maryland
$300K
FPAS
645
Focus Partners Advisor Solutions
Missouri
$299K
MCWA
646
Meadow Creek Wealth Advisors
Georgia
$294K
ZIM
647
Zacks Investment Management
Illinois
$292K
KWA
648
Kingswood Wealth Advisors
California
$291K
CAI
649
Capital Advisors Inc
Oklahoma
$290K
CI
650
Cigna Investments
Connecticut
$288K