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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
HFS
651
Hantz Financial Services
Michigan
$281K
Kovitz Investment Group Partners
652
Kovitz Investment Group Partners
Illinois
$281K
AV
653
ASR Vermogensbeheer
Netherlands
$280K
Capstone Investment Advisors
654
Capstone Investment Advisors
New York
$278K
CBB
655
Citizens Business Bank
California
$274K
GM
656
GeoWealth Management
Illinois
$268K
CNBOF
657
City National Bank of Florida
Florida
$266K
SW
658
Simplicity Wealth
New Jersey
$266K
CFG
659
Citizens Financial Group
Rhode Island
$264K
FFG
660
Fiduciary Financial Group
California
$263K
ACP
661
Aviance Capital Partners
Florida
$263K
AIC
662
Archer Investment Corporation
Indiana
$262K
ONB
663
Old National Bancorp
Indiana
$261K
CFO
664
CVA Family Office
Colorado
$260K
SPC
665
Sigma Planning Corp
Michigan
$256K
SB
666
Strategic Blueprint
Georgia
$255K
VA
667
VestGen Advisors
Illinois
$254K
S
668
SignatureFD
Georgia
$253K
RCAG
669
Rehmann Capital Advisory Group
Michigan
$252K
EFS
670
Essex Financial Services
Connecticut
$251K
LFM
671
LGT Fund Management
Liechtenstein
$251K
RGF
672
Retirement Guys Formula
Ohio
$249K
WCM Investment Management
673
WCM Investment Management
California
$249K
SFA
674
Sequoia Financial Advisors
Ohio
$249K
CC
675
Cornerstone Capital
California
$248K