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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
BAM
651
Boyar Asset Management
New York
$287K
AWA
652
Aaron Wealth Advisors
Illinois
$286K
PFM
653
Patton Fund Management
Texas
$284K
AIP
654
Ameritas Investment Partners
Nebraska
$283K
HFS
655
Hantz Financial Services
Michigan
$281K
Kovitz Investment Group Partners
656
Kovitz Investment Group Partners
Illinois
$281K
AV
657
ASR Vermogensbeheer
Netherlands
$280K
Capstone Investment Advisors
658
Capstone Investment Advisors
New York
$278K
CBB
659
Citizens Business Bank
California
$274K
GM
660
GeoWealth Management
Illinois
$268K
IA
661
IFP Advisors
Florida
$267K
CNBOF
662
City National Bank of Florida
Florida
$266K
SW
663
Simplicity Wealth
New Jersey
$266K
CFG
664
Citizens Financial Group
Rhode Island
$264K
FFG
665
Fiduciary Financial Group
California
$263K
ACP
666
Aviance Capital Partners
Florida
$263K
AIC
667
Archer Investment Corporation
Indiana
$262K
ONB
668
Old National Bancorp
Indiana
$261K
CFO
669
CVA Family Office
Colorado
$260K
SPC
670
Sigma Planning Corp
Michigan
$256K
SB
671
Strategic Blueprint
Georgia
$255K
VA
672
VestGen Advisors
Illinois
$254K
S
673
SignatureFD
Georgia
$253K
RCAG
674
Rehmann Capital Advisory Group
Michigan
$252K
EFS
675
Essex Financial Services
Connecticut
$251K