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Interactive Brokers

892 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, 297 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:

2% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 297

1% more call options, than puts

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

262% less ownership

Funds ownership: 346.63%84.63% (-262%)

Holders
892
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
EB
801
Eastern Bank
Massachusetts
$19.3K
RFP
802
Root Financial Partners
California
$19.2K
IAS
803
IMA Advisory Services
Colorado
$19.1K
HWM
804
Hemington Wealth Management
Virginia
$19K
HCM
805
Hollencrest Capital Management
California
$17.2K
CA
806
CoreCap Advisors
Michigan
$16.9K
PAM
807
Palisade Asset Management
Minnesota
$14.9K
FHC
808
First Horizon Corporation
Tennessee
$14.6K
RS
809
Rakuten Securities
Japan
$14.1K
TCA
810
Trifecta Capital Advisors
Illinois
$14K
CTC
811
Cetera Trust Company
Minnesota
$13.8K
BTI
812
Blue Trust Inc
Georgia
$13.8K
SWA
813
SOA Wealth Advisors
New York
$13.8K
SL
814
Salomon & Ludwin
Virginia
$13.1K
BGAI
815
Bruce G. Allen Investments
Colorado
$12.4K
GSWM
816
Golden State Wealth Management
California
$11.8K
LWA
817
Lowe Wealth Advisors
Maryland
$11.6K
BF
818
BOK Financial
Oklahoma
$11.5K
JWM
819
JPL Wealth Management
Colorado
$10.2K
TIM
820
Tortoise Investment Management
New York
$8.88K
CT
821
Colonial Trust
South Carolina
$8.81K
RIL
822
Rothschild Investment LLC
Illinois
$8.6K
WWM
823
Wolff Wiese Magana
California
$8.53K
ADL
824
Asset Dedication LLC
California
$8.53K
AA
825
Ancora Advisors
Ohio
$8.26K