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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
WTC
726
WhitTier Trust Company
Nevada
$181K
LFG
727
Larson Financial Group
Missouri
$179K
GIA
728
GHP Investment Advisors
Colorado
$172K
SCM
729
Sterling Capital Management
North Carolina
$167K
OAM
730
Ostrum Asset Management
France
$161K
HPC
731
HM Payson & Co
Maine
$157K
AAP
732
Arax Advisory Partners
Colorado
$148K
CA
733
Clearstead Advisors
Ohio
$143K
CF
734
Centaurus Financial
California
$143K
BHWM
735
Bay Harbor Wealth Management
Maryland
$141K
PTC
736
Private Trust Company
Ohio
$137K
WANY
737
Wealthspire Advisors (New York)
New York
$135K
WT
738
Whittier Trust
California
$135K
ACM
739
Accent Capital Management
Ohio
$132K
CI Investments Inc
740
CI Investments Inc
Ontario, Canada
$131K
NL
741
NVWM LLC
Pennsylvania
$124K
TCOT
742
Trust Company of Toledo
Ohio
$120K
VCM
743
Versant Capital Management
Arizona
$116K
AWM
744
Activest Wealth Management
Florida
$114K
SAM
745
Smartleaf Asset Management
Massachusetts
$114K
IGAM
746
iA Global Asset Management
Quebec, Canada
$112K
C
747
Covestor
United Kingdom
$109K
DIP
748
DT Investment Partners
Pennsylvania
$107K
WBC
749
Westpac Banking Corp
Australia
$105K
CFB
750
Cullen/Frost Bankers
Texas
$101K