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Interactive Brokers

967 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, 346 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:

5% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 346

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
967
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
IUHSA
776
Itau Unibanco Holding S.A.
Brazil
$162K
GIA
777
GHP Investment Advisors
Colorado
$161K
HPC
778
HM Payson & Co
Maine
$155K
UCB
779
United Community Bank
South Carolina
$152K
O
780
Ossiam
France
$147K
WT
781
Whittier Trust
California
$140K
SEP
782
Signature Equity Partners
Ohio
$133K
PTC
783
Private Trust Company
Ohio
$130K
AAP
784
Arax Advisory Partners
Colorado
$130K
BHWM
785
Bay Harbor Wealth Management
Maryland
$125K
ACM
786
Accent Capital Management
Ohio
$123K
VCM
787
Versant Capital Management
Arizona
$121K
NL
788
NVWM LLC
Pennsylvania
$116K
OAM
789
Ostrum Asset Management
France
$113K
PA
790
Parallel Advisors
California
$113K
QA
791
Quattro Advisors
Pennsylvania
$113K
TCOT
792
Trust Company of Toledo
Ohio
$112K
SCM
793
Sterling Capital Management
North Carolina
$109K
WWA
794
Wealth Watch Advisors
Colorado
$106K
AWM
795
Activest Wealth Management
Florida
$105K
DIP
796
DT Investment Partners
Pennsylvania
$100K
AA
797
AlphaCentric Advisors
Puerto Rico
$98.4K
WBC
798
Westpac Banking Corp
Australia
$97.8K
HNB
799
Huntington National Bank
Ohio
$95.8K
GWM
800
Greenline Wealth Management
Florida
$94.1K