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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
CWP
701
Curated Wealth Partners
California
$221K
LAM
702
Longboard Asset Management
Arizona
$220K
WPWM
703
Western Pacific Wealth Management
Illinois
$220K
KWM
704
Kingsview Wealth Management
Oregon
$220K
VFA
705
Voya Financial Advisors
Connecticut
$219K
CWP
706
Cyndeo Wealth Partners
Florida
$218K
Los Angeles Capital Management
707
Los Angeles Capital Management
California
$217K
HSA
708
HBK Sorce Advisory
Pennsylvania
$216K
AGC
709
Aspen Grove Capital
Colorado
$215K
MG
710
Marex Group
$214K
GIM
711
Glenmede Investment Management
Pennsylvania
$213K
AssetMark Inc
712
AssetMark Inc
California
$210K
TPI
713
Trust Point Inc
Wisconsin
$210K
RG
714
Rathbones Group
United Kingdom
$209K
PCM
715
Penserra Capital Management
California
$209K
GA
716
Goldstein Advisors
Wisconsin
$209K
LBC
717
Lowe Brockenbrough & Co
Virginia
$208K
WKSWA
718
White Knight Strategic Wealth Advisors
New Jersey
$206K
VVP
719
Venture Visionary Partners
Ohio
$206K
CT
720
ClearAlpha Technologies
Connecticut
$205K
SWP
721
Stratos Wealth Partners
Ohio
$204K
FFG
722
Frisch Financial Group
New York
$204K
CAAS
723
Capital Asset Advisory Services
Michigan
$203K
SP
724
Sherman Porfolios
Idaho
$202K
AC
725
Avestar Capital
New York
$201K