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