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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
BIG
726
Brooklyn Investment Group
New York
$201K
CIBC Private Wealth Group
727
CIBC Private Wealth Group
Georgia
$198K
BDL
728
Bey-Douglas LLC
Georgia
$198K
AIM
729
Anchor Investment Management
South Carolina
$184K
WTC
730
WhitTier Trust Company
Nevada
$181K
LFG
731
Larson Financial Group
Missouri
$179K
GIA
732
GHP Investment Advisors
Colorado
$172K
SCM
733
Sterling Capital Management
North Carolina
$167K
OAM
734
Ostrum Asset Management
France
$161K
HPC
735
HM Payson & Co
Maine
$157K
AAP
736
Arax Advisory Partners
Colorado
$148K
CA
737
Clearstead Advisors
Ohio
$143K
CF
738
Centaurus Financial
California
$143K
BHWM
739
Bay Harbor Wealth Management
Maryland
$141K
PTC
740
Private Trust Company
Ohio
$137K
WANY
741
Wealthspire Advisors (New York)
New York
$135K
WT
742
Whittier Trust
California
$135K
ACM
743
Accent Capital Management
Ohio
$132K
CI Investments Inc
744
CI Investments Inc
Ontario, Canada
$131K
NL
745
NVWM LLC
Pennsylvania
$124K
TCOT
746
Trust Company of Toledo
Ohio
$120K
VCM
747
Versant Capital Management
Arizona
$116K
AWM
748
Activest Wealth Management
Florida
$114K
SAM
749
Smartleaf Asset Management
Massachusetts
$114K
IGAM
750
iA Global Asset Management
Quebec, Canada
$112K