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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
CHC
776
City Holding Co
West Virginia
$55K
SC
777
Solstein Capital
California
$55K
SN
778
Sittner & Nelson
Oregon
$54.2K
ST
779
Smithfield Trust
Pennsylvania
$53K
SSG
780
Summit Securities Group
New York
$52.8K
RWM
781
Rialto Wealth Management
New York
$52.7K
MCM
782
MAI Capital Management
Ohio
$52.5K
FFO
783
Fortitude Family Office
Arizona
$49.5K
NEWAS
784
N.E.W. Advisory Services
Wisconsin
$43.5K
PWAM
785
Private Wealth Asset Management
Iowa
$39.9K
LFASL
786
Lugano Financial Advisors SA (LFA)
Switzerland
$39.6K
OP
787
ORG Partners
Indiana
$38.9K
HI
788
Harbour Investments
Wisconsin
$36.9K
CIM
789
Contravisory Investment Management
Massachusetts
$33.3K
CAL
790
Capital Analysts LLC
Pennsylvania
$31K
HNB
791
Huntington National Bank
Ohio
$30.8K
UOTTAIMCU
792
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.1K
WBC
793
West Branch Capital
Massachusetts
$28.9K
NFSG
794
Newbridge Financial Services Group
Florida
$27.6K
MMCM
795
Murphy & Mullick Capital Management
New York
$27.4K
ANBT
796
American National Bank & Trust
Texas
$26.4K
YDMI
797
Y.D. More Investments
Israel
$24.2K
CT
798
Coastline Trust
Rhode Island
$23.4K
AF
799
Advisornet Financial
Minnesota
$21.8K
EPIMS
800
Evelyn Partners Investment Management Services
$21.1K