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Interactive Brokers

906 hedge funds and large institutions have $26.1B invested in Interactive Brokers in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 309 increasing their positions, 301 reducing their positions, and 78 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:

3% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 301

1% more call options, than puts

Call options by funds: $601M | Put options by funds: $597M

261.21% less ownership

Funds ownership: 346.38%85.17% (-261%)

Holders
906
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
CT
801
Coastline Trust
Rhode Island
$23.4K
AF
802
Advisornet Financial
Minnesota
$21.8K
EPIMS
803
Evelyn Partners Investment Management Services
$21.1K
T
804
Tidemark
California
$20.9K
GFWA
805
Grey Fox Wealth Advisors
Delaware
$20.9K
HIA
806
Harbor Investment Advisory
Maryland
$20.6K
MG
807
Mather Group
Illinois
$20.2K
FMII
808
Farmers & Merchants Investments Inc
Nebraska
$19.6K
EB
809
Eastern Bank
Massachusetts
$19.3K
RFP
810
Root Financial Partners
California
$19.2K
IAS
811
IMA Advisory Services
Colorado
$19.1K
HWM
812
Hemington Wealth Management
Virginia
$19K
HCM
813
Hollencrest Capital Management
California
$17.2K
CA
814
CoreCap Advisors
Michigan
$16.9K
PAM
815
Palisade Asset Management
Minnesota
$14.9K
FHC
816
First Horizon Corporation
Tennessee
$14.6K
RS
817
Rakuten Securities
Japan
$14.1K
TCA
818
Trifecta Capital Advisors
Illinois
$14K
CTC
819
Cetera Trust Company
Minnesota
$13.8K
BTI
820
Blue Trust Inc
Georgia
$13.8K
SWA
821
SOA Wealth Advisors
New York
$13.8K
SL
822
Salomon & Ludwin
Virginia
$13.1K
BGAI
823
Bruce G. Allen Investments
Colorado
$12.4K
GSWM
824
Golden State Wealth Management
California
$11.8K
LWA
825
Lowe Wealth Advisors
Maryland
$11.6K