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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
CWP
701
Cyndeo Wealth Partners
Florida
$218K
Los Angeles Capital Management
702
Los Angeles Capital Management
California
$217K
HSA
703
HBK Sorce Advisory
Pennsylvania
$216K
AGC
704
Aspen Grove Capital
Colorado
$215K
MG
705
Marex Group
$214K
GIM
706
Glenmede Investment Management
Pennsylvania
$213K
AssetMark Inc
707
AssetMark Inc
California
$210K
TPI
708
Trust Point Inc
Wisconsin
$210K
RG
709
Rathbones Group
United Kingdom
$209K
PCM
710
Penserra Capital Management
California
$209K
GA
711
Goldstein Advisors
Wisconsin
$209K
LBC
712
Lowe Brockenbrough & Co
Virginia
$208K
WKSWA
713
White Knight Strategic Wealth Advisors
New Jersey
$206K
VVP
714
Venture Visionary Partners
Ohio
$206K
CT
715
ClearAlpha Technologies
Connecticut
$205K
SWP
716
Stratos Wealth Partners
Ohio
$204K
FFG
717
Frisch Financial Group
New York
$204K
CAAS
718
Capital Asset Advisory Services
Michigan
$203K
AC
719
Avestar Capital
New York
$201K
QC
720
Quent Capital
New York
$201K
MA
721
MJP Associates
Connecticut
$201K
BIG
722
Brooklyn Investment Group
New York
$201K
CIBC Private Wealth Group
723
CIBC Private Wealth Group
Georgia
$198K
BDL
724
Bey-Douglas LLC
Georgia
$198K
AIM
725
Anchor Investment Management
South Carolina
$184K