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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
AFWM
751
Abich Financial Wealth Management
Virginia
$100K
PA
752
Parallel Advisors
California
$100K
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
$99.8K
Q1WB
754
Quest 10 Wealth Builders
Virginia
$89.9K
WWA
755
Wealth Watch Advisors
Colorado
$88.7K
MHR
756
Matthew Hamilton Rosenberg
$84.2K
SWP
757
Strategic Wealth Partners
Ohio
$83.4K
UB
758
UMB Bank
Missouri
$83.1K
SIM
759
Sentry Investment Management
Wisconsin
$83K
TFA
760
Transamerica Financial Advisors
Florida
$82K
NC
761
North Capital
Utah
$81.3K
SS
762
SBI Securities
Japan
$81.2K
MAM
763
Meeder Asset Management
Ohio
$77.4K
PAMS
764
Pinpoint Asset Management (Singapore)
$70.1K
ATC
765
Adirondack Trust Company
New York
$68.8K
TCM
766
TruNorth Capital Management
Michigan
$66.1K
CFD
767
Creative Financial Designs
Indiana
$64.7K
CAM
768
Close Asset Management
United Kingdom
$60K
RA
769
Rise Advisors
New York
$59.4K
TFIPS
770
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.1K
DWM
771
Darwin Wealth Management
Florida
$56K
CHC
772
City Holding Co
West Virginia
$55K
SC
773
Solstein Capital
California
$55K
SN
774
Sittner & Nelson
Oregon
$54.2K
ST
775
Smithfield Trust
Pennsylvania
$53K