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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, 304 increasing their positions, 300 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: 304 | Existing positions reduced: 300

1% more call options, than puts

Call options by funds: $601M | Put options by funds: $597M

262.2% less ownership

Funds ownership: 346.86%84.66% (-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
WCM Investment Management
676
WCM Investment Management
California
$249K
SFA
677
Sequoia Financial Advisors
Ohio
$249K
CC
678
Cornerstone Capital
California
$248K
IAIM
679
International Assets Investment Management
Florida
$247K
KeyBank National Association
680
KeyBank National Association
Ohio
$247K
PFS
681
Prospera Financial Services
Texas
$245K
EWM
682
Empirical Wealth Management
Washington
$241K
KLCM
683
KG&L Capital Management
Louisiana
$241K
VFA
684
Valeo Financial Advisors
Indiana
$239K
EBA
685
Eagle Bay Advisors
New York
$239K
RW
686
Rede Wealth
Virginia
$239K
TCM
687
TABR Capital Management
California
$238K
MYIA
688
Mount Yale Investment Advisors
Colorado
$238K
BAM
689
Belpointe Asset Management
Nevada
$237K
MMPW
690
Mitchell McLeod Pugh & Williams
Alabama
$236K
BBHC
691
Brown Brothers Harriman & Co
New York
$235K
HBW
692
Hazlett, Burt & Watson
West Virginia
$234K
M1FG
693
Mach-1 Financial Group
Arkansas
$231K
IAS
694
Integrity Advisory Solutions
Texas
$231K
CB
695
Commerce Bank
Missouri
$226K
FFM
696
Forum Financial Management
Illinois
$224K
LI
697
LRI Investments
Florida
$224K
IAS
698
Insigneo Advisory Services
Florida
$221K
CWP
699
Curated Wealth Partners
California
$221K
LAM
700
Longboard Asset Management
Arizona
$220K