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Interactive Brokers

905 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, 308 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:

2% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 301

1% more call options, than puts

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

261.18% less ownership

Funds ownership: 346.34%85.16% (-261%)

Holders
905
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
AF
801
Advisornet Financial
Minnesota
$21.8K
EPIMS
802
Evelyn Partners Investment Management Services
$21.1K
T
803
Tidemark
California
$20.9K
GFWA
804
Grey Fox Wealth Advisors
Delaware
$20.9K
HIA
805
Harbor Investment Advisory
Maryland
$20.6K
MG
806
Mather Group
Illinois
$20.2K
FMII
807
Farmers & Merchants Investments Inc
Nebraska
$19.6K
EB
808
Eastern Bank
Massachusetts
$19.3K
RFP
809
Root Financial Partners
California
$19.2K
IAS
810
IMA Advisory Services
Colorado
$19.1K
HWM
811
Hemington Wealth Management
Virginia
$19K
HCM
812
Hollencrest Capital Management
California
$17.2K
CA
813
CoreCap Advisors
Michigan
$16.9K
PAM
814
Palisade Asset Management
Minnesota
$14.9K
FHC
815
First Horizon Corporation
Tennessee
$14.6K
RS
816
Rakuten Securities
Japan
$14.1K
TCA
817
Trifecta Capital Advisors
Illinois
$14K
CTC
818
Cetera Trust Company
Minnesota
$13.8K
BTI
819
Blue Trust Inc
Georgia
$13.8K
SWA
820
SOA Wealth Advisors
New York
$13.8K
SL
821
Salomon & Ludwin
Virginia
$13.1K
BGAI
822
Bruce G. Allen Investments
Colorado
$12.4K
GSWM
823
Golden State Wealth Management
California
$11.8K
LWA
824
Lowe Wealth Advisors
Maryland
$11.6K
BF
825
BOK Financial
Oklahoma
$11.5K