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Interactive Brokers

966 hedge funds and large institutions have $24.7B invested in Interactive Brokers in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 330 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 345

6% less capital invested

Capital invested by funds: $26.1B → $24.7B (-$1.45B)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$492M
Puts
$483M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
651
Leeward Financial Partners
Washington
$368K
BAM
652
Blueshift Asset Management
New Jersey
$365K
SIM
653
Stratos Investment Management
Ohio
$365K
FB
654
Fulton Bank
Pennsylvania
$365K
GFPC
655
Global Financial Private Client
Florida
$365K
MWM
656
Maridea Wealth Management
New York
$363K
WFI
657
West Family Investments
California
$361K
PPWP
658
Premier Path Wealth Partners
New Jersey
$359K
OWG
659
Oxford Wealth Group
Florida
$354K
PWP
660
Ponta Wealth Partners
Florida
$352K
GCM
661
Graham Capital Management
Connecticut
$349K
ARC
662
Advisor Resource Council
Texas
$346K
IAN
663
Integrated Advisors Network
Texas
$345K
MMPW
664
Mitchell McLeod Pugh & Williams
Alabama
$345K
CC
665
Commons Capital
Massachusetts
$344K
HFM
666
Harvest Fund Management
China
$342K
CWM
667
Chemistry Wealth Management
New York
$340K
GT
668
Glenmede Trust
Pennsylvania
$335K
GS
669
GTS Securities
New York
$335K
USCWA
670
U.S. Capital Wealth Advisors
Texas
$333K
SCM
671
Stevens Capital Management
Pennsylvania
$333K
PA
672
Profund Advisors
Maryland
$331K
AWM
673
Apollon Wealth Management
South Carolina
$329K
AAM
674
Alphadyne Asset Management
New York
$324K
SW
675
Simplicity Wealth
New Jersey
$322K