IBKR icon

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
LFM
676
LGT Fund Management
Liechtenstein
$251K
RGF
677
Retirement Guys Formula
Ohio
$249K
WCM Investment Management
678
WCM Investment Management
California
$249K
SFA
679
Sequoia Financial Advisors
Ohio
$249K
CC
680
Cornerstone Capital
California
$248K
IAIM
681
International Assets Investment Management
Florida
$247K
KeyBank National Association
682
KeyBank National Association
Ohio
$247K
PFS
683
Prospera Financial Services
Texas
$245K
EWM
684
Empirical Wealth Management
Washington
$241K
KLCM
685
KG&L Capital Management
Louisiana
$241K
VFA
686
Valeo Financial Advisors
Indiana
$239K
EBA
687
Eagle Bay Advisors
New York
$239K
RW
688
Rede Wealth
Virginia
$239K
TCM
689
TABR Capital Management
California
$238K
MYIA
690
Mount Yale Investment Advisors
Colorado
$238K
BAM
691
Belpointe Asset Management
Nevada
$237K
MMPW
692
Mitchell McLeod Pugh & Williams
Alabama
$236K
BBHC
693
Brown Brothers Harriman & Co
New York
$235K
HBW
694
Hazlett, Burt & Watson
West Virginia
$234K
M1FG
695
Mach-1 Financial Group
Arkansas
$231K
IAS
696
Integrity Advisory Solutions
Texas
$231K
CB
697
Commerce Bank
Missouri
$226K
FFM
698
Forum Financial Management
Illinois
$224K
LI
699
LRI Investments
Florida
$224K
IAS
700
Insigneo Advisory Services
Florida
$221K