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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
SSG
776
Summit Securities Group
New York
$52.8K
RWM
777
Rialto Wealth Management
New York
$52.7K
MCM
778
MAI Capital Management
Ohio
$52.5K
FFO
779
Fortitude Family Office
Arizona
$49.5K
NEWAS
780
N.E.W. Advisory Services
Wisconsin
$43.5K
PWAM
781
Private Wealth Asset Management
Iowa
$39.9K
LFASL
782
Lugano Financial Advisors SA (LFA)
Switzerland
$39.6K
OP
783
ORG Partners
Indiana
$38.9K
HI
784
Harbour Investments
Wisconsin
$36.9K
CIM
785
Contravisory Investment Management
Massachusetts
$33.3K
CAL
786
Capital Analysts LLC
Pennsylvania
$31K
HNB
787
Huntington National Bank
Ohio
$30.8K
UOTTAIMCU
788
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.1K
WBC
789
West Branch Capital
Massachusetts
$28.9K
NFSG
790
Newbridge Financial Services Group
Florida
$27.6K
MMCM
791
Murphy & Mullick Capital Management
New York
$27.4K
ANBT
792
American National Bank & Trust
Texas
$26.4K
YDMI
793
Y.D. More Investments
Israel
$24.2K
CT
794
Coastline Trust
Rhode Island
$23.4K
AF
795
Advisornet Financial
Minnesota
$21.8K
EPIMS
796
Evelyn Partners Investment Management Services
$21.1K
T
797
Tidemark
California
$20.9K
GFWA
798
Grey Fox Wealth Advisors
Delaware
$20.9K
HIA
799
Harbor Investment Advisory
Maryland
$20.6K
MG
800
Mather Group
Illinois
$20.2K