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Interactive Brokers

966 hedge funds and large institutions have $24.7B invested in Interactive Brokers in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 330 increasing their positions, 345 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 345

6% less capital invested

Capital invested by funds: $26.1B → $24.7B (-$1.45B)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$492M
Puts
$483M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
776
GHP Investment Advisors
Colorado
$161K
HPC
777
HM Payson & Co
Maine
$155K
UCB
778
United Community Bank
South Carolina
$152K
O
779
Ossiam
France
$147K
WT
780
Whittier Trust
California
$140K
SEP
781
Signature Equity Partners
Ohio
$133K
PTC
782
Private Trust Company
Ohio
$130K
AAP
783
Arax Advisory Partners
Colorado
$130K
BHWM
784
Bay Harbor Wealth Management
Maryland
$125K
ACM
785
Accent Capital Management
Ohio
$123K
VCM
786
Versant Capital Management
Arizona
$121K
NL
787
NVWM LLC
Pennsylvania
$116K
OAM
788
Ostrum Asset Management
France
$113K
PA
789
Parallel Advisors
California
$113K
QA
790
Quattro Advisors
Pennsylvania
$113K
TCOT
791
Trust Company of Toledo
Ohio
$112K
SCM
792
Sterling Capital Management
North Carolina
$109K
WWA
793
Wealth Watch Advisors
Colorado
$106K
AWM
794
Activest Wealth Management
Florida
$105K
DIP
795
DT Investment Partners
Pennsylvania
$100K
AA
796
AlphaCentric Advisors
Puerto Rico
$98.4K
WBC
797
Westpac Banking Corp
Australia
$97.8K
HNB
798
Huntington National Bank
Ohio
$95.8K
GWM
799
Greenline Wealth Management
Florida
$94.1K
CFB
800
Cullen/Frost Bankers
Texas
$91.7K