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Interactive Brokers

906 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, 309 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:

3% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 301

1% more call options, than puts

Call options by funds: $601M | Put options by funds: $597M

261.21% less ownership

Funds ownership: 346.38%85.17% (-261%)

Holders
906
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
AWM
751
Activest Wealth Management
Florida
$114K
SAM
752
Smartleaf Asset Management
Massachusetts
$114K
IGAM
753
iA Global Asset Management
Quebec, Canada
$112K
C
754
Covestor
United Kingdom
$109K
DIP
755
DT Investment Partners
Pennsylvania
$107K
WBC
756
Westpac Banking Corp
Australia
$105K
CFB
757
Cullen/Frost Bankers
Texas
$101K
AFWM
758
Abich Financial Wealth Management
Virginia
$100K
PA
759
Parallel Advisors
California
$100K
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$99.8K
Q1WB
761
Quest 10 Wealth Builders
Virginia
$89.9K
WWA
762
Wealth Watch Advisors
Colorado
$88.7K
MHR
763
Matthew Hamilton Rosenberg
$84.2K
SWP
764
Strategic Wealth Partners
Ohio
$83.4K
UB
765
UMB Bank
Missouri
$83.1K
SIM
766
Sentry Investment Management
Wisconsin
$83K
TFA
767
Transamerica Financial Advisors
Florida
$82K
NC
768
North Capital
Utah
$81.3K
SS
769
SBI Securities
Japan
$81.2K
MAM
770
Meeder Asset Management
Ohio
$77.4K
PAMS
771
Pinpoint Asset Management (Singapore)
$70.1K
ATC
772
Adirondack Trust Company
New York
$68.8K
TCM
773
TruNorth Capital Management
Michigan
$66.1K
CFD
774
Creative Financial Designs
Indiana
$64.7K
CAM
775
Close Asset Management
United Kingdom
$60K