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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
C
751
Covestor
United Kingdom
$109K
DIP
752
DT Investment Partners
Pennsylvania
$107K
WBC
753
Westpac Banking Corp
Australia
$105K
CFB
754
Cullen/Frost Bankers
Texas
$101K
AFWM
755
Abich Financial Wealth Management
Virginia
$100K
PA
756
Parallel Advisors
California
$100K
MPWT
757
MassMutual Private Wealth & Trust
Connecticut
$99.8K
Q1WB
758
Quest 10 Wealth Builders
Virginia
$89.9K
WWA
759
Wealth Watch Advisors
Colorado
$88.7K
MHR
760
Matthew Hamilton Rosenberg
$84.2K
SWP
761
Strategic Wealth Partners
Ohio
$83.4K
UB
762
UMB Bank
Missouri
$83.1K
SIM
763
Sentry Investment Management
Wisconsin
$83K
TFA
764
Transamerica Financial Advisors
Florida
$82K
NC
765
North Capital
Utah
$81.3K
SS
766
SBI Securities
Japan
$81.2K
MAM
767
Meeder Asset Management
Ohio
$77.4K
PAMS
768
Pinpoint Asset Management (Singapore)
$70.1K
ATC
769
Adirondack Trust Company
New York
$68.8K
TCM
770
TruNorth Capital Management
Michigan
$66.1K
CFD
771
Creative Financial Designs
Indiana
$64.7K
CAM
772
Close Asset Management
United Kingdom
$60K
RA
773
Rise Advisors
New York
$59.4K
TFIPS
774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.1K
DWM
775
Darwin Wealth Management
Florida
$56K