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Interactive Brokers

905 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, 308 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:

2% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 301

1% more call options, than puts

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

261.18% less ownership

Funds ownership: 346.34%85.16% (-261%)

Holders
905
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
SAM
751
Smartleaf Asset Management
Massachusetts
$114K
IGAM
752
iA Global Asset Management
Quebec, Canada
$112K
C
753
Covestor
United Kingdom
$109K
DIP
754
DT Investment Partners
Pennsylvania
$107K
WBC
755
Westpac Banking Corp
Australia
$105K
CFB
756
Cullen/Frost Bankers
Texas
$101K
AFWM
757
Abich Financial Wealth Management
Virginia
$100K
PA
758
Parallel Advisors
California
$100K
MPWT
759
MassMutual Private Wealth & Trust
Connecticut
$99.8K
Q1WB
760
Quest 10 Wealth Builders
Virginia
$89.9K
WWA
761
Wealth Watch Advisors
Colorado
$88.7K
MHR
762
Matthew Hamilton Rosenberg
$84.2K
SWP
763
Strategic Wealth Partners
Ohio
$83.4K
UB
764
UMB Bank
Missouri
$83.1K
SIM
765
Sentry Investment Management
Wisconsin
$83K
TFA
766
Transamerica Financial Advisors
Florida
$82K
NC
767
North Capital
Utah
$81.3K
SS
768
SBI Securities
Japan
$81.2K
MAM
769
Meeder Asset Management
Ohio
$77.4K
PAMS
770
Pinpoint Asset Management (Singapore)
$70.1K
ATC
771
Adirondack Trust Company
New York
$68.8K
TCM
772
TruNorth Capital Management
Michigan
$66.1K
CFD
773
Creative Financial Designs
Indiana
$64.7K
CAM
774
Close Asset Management
United Kingdom
$60K
RA
775
Rise Advisors
New York
$59.4K