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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
WC
626
Wexford Capital
Florida
$328K
AWM
627
Atticus Wealth Management
Florida
$328K
IA
628
IFP Advisors
Florida
$321K
MAS
629
Meeder Advisory Services
Ohio
$320K
WFI
630
West Family Investments
California
$320K
AWM
631
Apollon Wealth Management
South Carolina
$316K
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$314K
PW
633
PUREfi Wealth
Massachusetts
$313K
PS
634
Principal Securities
Iowa
$310K
RCM
635
Requisite Capital Management
Texas
$309K
NG
636
Norden Group
Utah
$309K
HR
637
Howe & Rusling
New York
$305K
NWAG
638
Net Worth Advisory Group
Utah
$304K
CL
639
Choreo LLC
Illinois
$304K
William Blair & Company
640
William Blair & Company
Illinois
$303K
VWM
641
Vigilare Wealth Management
Arizona
$301K
SWGC
642
Summit Wealth Group (Colorado)
Colorado
$300K
FWI
643
Facet Wealth Inc
Maryland
$300K
FPAS
644
Focus Partners Advisor Solutions
Missouri
$299K
MCWA
645
Meadow Creek Wealth Advisors
Georgia
$294K
ZIM
646
Zacks Investment Management
Illinois
$292K
KWA
647
Kingswood Wealth Advisors
California
$291K
CAI
648
Capital Advisors Inc
Oklahoma
$290K
CI
649
Cigna Investments
Connecticut
$288K
BAM
650
Boyar Asset Management
New York
$287K